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
26
$11.3M 1.48%
200,535
+6,670
27
$9.64M 1.26%
192,150
+13,600
28
$9.21M 1.2%
436,657
+1,951
29
$8.74M 1.14%
360,199
-180
30
$8.05M 1.05%
381,821
+5,753
31
$7.72M 1.01%
86,276
+3,808
32
$7.66M 1%
172,470
+3,729
33
$7.44M 0.97%
46,481
34
$7.25M 0.95%
297,858
+5,394
35
$7.04M 0.92%
280,214
-38,092
36
$6.9M 0.9%
60,685
37
$6.52M 0.85%
166,821
+1,796
38
$5.46M 0.71%
258,212
-45,283
39
$4.67M 0.61%
151,158
+22,399
40
$3.96M 0.52%
191,125
+9,925
41
$3.79M 0.49%
18,276
+27
42
$3.61M 0.47%
26,157
-733
43
$3.36M 0.44%
71,025
-2,810
44
$3.02M 0.39%
121,850
+7,450
45
$2.48M 0.32%
29,191
-928
46
$2.48M 0.32%
11,953
-203
47
$2.33M 0.3%
16,460
-3,410
48
$2.19M 0.29%
34,380
-4,865
49
$2.18M 0.28%
27,495
-1,345
50
$2.18M 0.28%
+13,745
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