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
101
$322K 0.04%
6,750
102
$317K 0.04%
5,940
103
$310K 0.04%
1,500
104
$306K 0.04%
4,000
105
$301K 0.04%
1,850
-1,011
106
$299K 0.04%
5,102
-50
107
$297K 0.04%
8,094
108
$293K 0.04%
3,100
109
$290K 0.04%
3,950
-37
110
$283K 0.04%
6,318
111
$266K 0.03%
16,000
112
$261K 0.03%
1,588
+1
113
$257K 0.03%
3,000
114
$256K 0.03%
1,452
-29
115
$250K 0.03%
5,400
116
$247K 0.03%
700
117
$241K 0.03%
1,500
118
$237K 0.03%
4,234
119
$235K 0.03%
2,000
120
$232K 0.03%
11,250
+9,250
121
$229K 0.03%
3,000
122
$221K 0.03%
4,082
-142
123
$217K 0.03%
7,567
124
$214K 0.03%
12,780
125
$211K 0.03%
1,805
-14
3 4
5
6 7