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
51
$2.16M 0.28%
51,050
-2,220
52
$1.8M 0.24%
26,900
53
$1.72M 0.22%
33,224
-716
54
$1.7M 0.22%
20,436
-46
55
$1.67M 0.22%
55,275
-1,000
56
$1.66M 0.22%
31,500
-408
57
$1.62M 0.21%
5,584
-366
58
$1.5M 0.2%
9,950
-50
59
$1.47M 0.19%
+21,396
60
$1.38M 0.18%
15,696
+44
61
$1.37M 0.18%
12,280
-66
62
$1.36M 0.18%
22,540
63
$1.31M 0.17%
13,125
+10,775
64
$1.28M 0.17%
63,312
+62,912
65
$1.25M 0.16%
11,085
-1,405
66
$1.16M 0.15%
24,783
67
$1.04M 0.14%
7,217
-16
68
$1.03M 0.13%
10,280
-600
69
$973K 0.13%
4,545
70
$949K 0.12%
12,887
71
$874K 0.11%
7,644
+55
72
$820K 0.11%
13,600
73
$813K 0.11%
19,440
-73
74
$757K 0.1%
12,196
-200
75
$725K 0.09%
17,296
1 2
3
4 5