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
301
$2K ﹤0.01%
750
302
$1K ﹤0.01%
+2
303
$1K ﹤0.01%
50
304
$1K ﹤0.01%
10
305
$1K ﹤0.01%
+19
306
$1K ﹤0.01%
+5
307
$1K ﹤0.01%
50
308
$1K ﹤0.01%
+97
309
$1K ﹤0.01%
9
310
– –
-97
311
– –
-36
312
$0 ﹤0.01%
2
313
$0 ﹤0.01%
+10
314
– –
-7
315
– –
-5
316
– –
-11
317
– –
-815
318
– –
-32
319
– –
-60
320
– –
-76
321
– –
-102
322
– –
-25
323
$0 ﹤0.01%
11
324
– –
-752
325
– –
-100,000
10 11 12
13
14