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
176
$55K 0.01%
5,000
177
$55K 0.01%
150
178
$53K 0.01%
912
179
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594
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180
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650
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181
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463
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182
$48K 0.01%
700
183
$45K 0.01%
825
184
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632
185
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186
$44K 0.01%
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187
$43K 0.01%
400
188
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189
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190
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191
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192
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193
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268
194
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195
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196
$37K ﹤0.01%
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$37K ﹤0.01%
2,500
198
$36K ﹤0.01%
652
199
$35K ﹤0.01%
1,500
200
$35K ﹤0.01%
2,500
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8
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