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
126
$190K 0.02%
5,896
-400
127
$182K 0.02%
1,800
128
$182K 0.02%
2,500
129
$176K 0.02%
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130
$175K 0.02%
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-120
131
$174K 0.02%
1,164
132
$171K 0.02%
3,355
-1,000
133
$169K 0.02%
1,846
134
$165K 0.02%
7,000
-2,000
135
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136
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137
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138
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139
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140
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141
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142
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143
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144
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145
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146
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400
147
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600
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148
$123K 0.02%
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149
$121K 0.02%
1,582
150
$113K 0.01%
3,000
4 5
6
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