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
151
$108K 0.01%
1,348
152
$107K 0.01%
455
153
$105K 0.01%
1,100
154
$105K 0.01%
1,500
155
$104K 0.01%
5,891
156
$102K 0.01%
2,550
157
$99K 0.01%
930
-50
158
$99K 0.01%
374
159
$94K 0.01%
3,650
160
$92K 0.01%
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161
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560
162
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1,258
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163
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164
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165
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166
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167
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168
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700
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169
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171
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172
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3,700
173
$63K 0.01%
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174
$61K 0.01%
400
175
$58K 0.01%
400
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7
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