AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$6.85M
2
+$2.08M
3
+$1.38M
4
HTH icon
Hilltop Holdings
HTH
+$1.33M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.08M

Top Sells

1
+$3.89M
2
+$2.11M
3
+$958K
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$956K
5
DFS
Discover Financial Services
DFS
+$583K

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
276
$6K ﹤0.01%
+57
277
$6K ﹤0.01%
100
278
$6K ﹤0.01%
75
-350
279
$6K ﹤0.01%
84
280
$5K ﹤0.01%
200
281
$5K ﹤0.01%
2,800
+2,000
282
$5K ﹤0.01%
+30
283
$5K ﹤0.01%
+33
284
$5K ﹤0.01%
+73
285
$5K ﹤0.01%
+200
286
$4K ﹤0.01%
145
-71,820
287
$4K ﹤0.01%
+30
288
$4K ﹤0.01%
+25
289
$4K ﹤0.01%
+35
290
$4K ﹤0.01%
50
291
$4K ﹤0.01%
174
292
$3K ﹤0.01%
96
293
$3K ﹤0.01%
+20
294
$3K ﹤0.01%
100
295
$3K ﹤0.01%
+20
296
$3K ﹤0.01%
+80
297
$3K ﹤0.01%
100
298
$2K ﹤0.01%
20
299
$2K ﹤0.01%
65
300
$2K ﹤0.01%
750
10 11
12
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