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
76
$703K 0.09%
13,378
-128
77
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5,650
-33
78
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12,600
79
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12,625
-150
80
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11,415
81
$456K 0.06%
10,369
-381
82
$455K 0.06%
8,000
83
$445K 0.06%
15,092
84
$443K 0.06%
5,800
-7,750
85
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3,262
86
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87
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2,500
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88
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2,250
90
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91
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4,000
92
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5,166
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93
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2,415
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94
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4,600
95
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5,731
-4,549
96
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4,750
97
$341K 0.04%
1,164
98
$339K 0.04%
18,500
99
$338K 0.04%
2,250
100
$331K 0.04%
3,350
-52
2 3
4
5 6