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
201
$34K ﹤0.01%
1,000
202
$32K ﹤0.01%
350
203
$32K ﹤0.01%
351
204
$30K ﹤0.01%
300
205
$30K ﹤0.01%
1,000
206
$29K ﹤0.01%
600
207
$29K ﹤0.01%
2,263
208
$29K ﹤0.01%
517
209
$29K ﹤0.01%
150
-6
210
$28K ﹤0.01%
209
211
$28K ﹤0.01%
250
212
$27K ﹤0.01%
155
213
$27K ﹤0.01%
300
214
$27K ﹤0.01%
1,925
215
$26K ﹤0.01%
834
-5,100
216
$25K ﹤0.01%
200
217
$25K ﹤0.01%
879
218
$24K ﹤0.01%
870
219
$24K ﹤0.01%
618
220
$23K ﹤0.01%
721
221
$23K ﹤0.01%
334
222
$22K ﹤0.01%
501
223
$22K ﹤0.01%
100
-4
224
$22K ﹤0.01%
333
225
$22K ﹤0.01%
+121
7 8
9
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