AP

Atwood & Palmer Portfolio holdings

AUM $1.7B
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.18M
3
+$1.47M
4
HTH icon
Hilltop Holdings
HTH
+$1.27M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.08M

Top Sells

1
+$3.08M
2
+$1.98M
3
+$958K
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$957K
5
DFS
Discover Financial Services
DFS
+$592K

Sector Composition

1 Technology 23.92%
2 Financials 17.42%
3 Healthcare 10.05%
4 Industrials 9.09%
5 Consumer Discretionary 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
136
-40
252
$12K ﹤0.01%
667
253
$12K ﹤0.01%
200
254
$11K ﹤0.01%
643
255
$11K ﹤0.01%
200
256
$11K ﹤0.01%
100
257
$10K ﹤0.01%
185
-21
258
$10K ﹤0.01%
112
259
$10K ﹤0.01%
100
260
$10K ﹤0.01%
150
261
$9K ﹤0.01%
280
262
$9K ﹤0.01%
250
263
$8K ﹤0.01%
207
264
$8K ﹤0.01%
640
265
$8K ﹤0.01%
+40
266
$8K ﹤0.01%
100
-23
267
$8K ﹤0.01%
234
-200
268
$7K ﹤0.01%
+20
269
$7K ﹤0.01%
+39
270
$7K ﹤0.01%
+80
271
$6K ﹤0.01%
250
272
$6K ﹤0.01%
300
273
$6K ﹤0.01%
845
274
$6K ﹤0.01%
75
-350
275
$6K ﹤0.01%
84
9 10
11
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