PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 11, 2019

Total Value ($000): $924,179 (100.0% shares, 0.0% debt)

Holdings (236)

AAPL Apple Inc Com 6.4%
Value ($000) $59,171 Shares 298,965 Est. Cost $19.28 Unrealized +141.8%
WestRock Company 5.0%
Value ($000) $46,463 Shares 1,273,994 Est. Cost $47.39 Unrealized
MSFT Microsoft, Inc. 3.0%
Value ($000) $27,350 Shares 204,163 Est. Cost $37.78 Unrealized +216.3%
PGR Progressive Corp. 2.3%
Value ($000) $21,078 Shares 263,703 Est. Cost $32.82 Unrealized +93.4%
Visa, Inc. - Cl. A 2.1%
Value ($000) $18,996 Shares 109,454 Est. Cost $98.31 Unrealized
INTC Intel Corporation 2.0%
Value ($000) $18,709 Shares 390,828 Est. Cost $23.03 Unrealized +87.2%
NGVT Ingevity Corporation 2.0%
Value ($000) $18,332 Shares 174,308 Est. Cost $35.45 Unrealized +183.5%
ABT Abbott Laboratories 1.9%
Value ($000) $17,919 Shares 213,063 Est. Cost $56.79 Unrealized +23.6%
IXN Ishares S&P Global Tech Sector 1.9%
Value ($000) $17,432 Shares 97,100 Est. Cost $85.18 Unrealized
PYPL PayPal Holdings, Inc. 1.8%
Value ($000) $16,570 Shares 144,771 Est. Cost $42.93 Unrealized +157.6%
CSCO Cisco Systems, Inc. 1.7%
Value ($000) $15,944 Shares 291,322 Est. Cost $18.92 Unrealized +138.8%
STZ Constellation Brands, Inc. 1.7%
Value ($000) $15,613 Shares 79,279 Est. Cost $118.00 Unrealized +48.5%
AT&T, Inc. 1.6%
Value ($000) $15,014 Shares 448,046 Est. Cost $35.11 Unrealized
TSCO Tractor Supply Company 1.6%
Value ($000) $14,890 Shares 136,860 Est. Cost $11.08 Unrealized +68.2%
JPM JP Morgan Chase & Co Com 1.6%
Value ($000) $14,504 Shares 129,735 Est. Cost $41.60 Unrealized +121.2%
AOS A.O. Smith Corp. 1.5%
Value ($000) $14,194 Shares 300,976 Est. Cost $31.61 Unrealized +37.3%
EW Edwards Lifesciences Corp. 1.5%
Value ($000) $14,025 Shares 75,919 Est. Cost $34.78 Unrealized +73.8%
JNJ Johnson and Johnson 1.4%
Value ($000) $12,926 Shares 92,809 Est. Cost $65.75 Unrealized +74.6%
ADBE Adobe Inc. 1.4%
Value ($000) $12,923 Shares 43,860 Est. Cost $151.04 Unrealized +83.9%
Raytheon Company 1.3%
Value ($000) $12,332 Shares 70,921 Est. Cost $133.76 Unrealized
AbbVie Inc. 1.3%
Value ($000) $12,101 Shares 166,407 Est. Cost $57.65 Unrealized
UNH UnitedHealth Group 1.3%
Value ($000) $11,733 Shares 48,085 Est. Cost $193.02 Unrealized +11.6%
GOOGL Alphabet Inc Cl A 1.2%
Value ($000) $11,165 Shares 10,311 Est. Cost $39.19 Unrealized +46.6%
Merck & Co., Inc. 1.2%
Value ($000) $11,100 Shares 132,376 Est. Cost $47.31 Unrealized
Xilinx, Inc. 1.2%
Value ($000) $10,794 Shares 91,540 Est. Cost $81.07 Unrealized
DAL Delta Airlines 1.2%
Value ($000) $10,696 Shares 188,469 Est. Cost $38.69 Unrealized +37.7%
PHM Pulte Homes, Inc. 1.1%
Value ($000) $10,545 Shares 333,495 Est. Cost $17.63 Unrealized +65.0%
IYF IShares DJ US Financial Sect 1.1%
Value ($000) $10,537 Shares 83,896 Est. Cost $72.93 Unrealized
CNI Canadian National Railway Co. 1.1%
Value ($000) $10,522 Shares 113,771 Est. Cost $42.84 Unrealized +89.2%
COST Costco Wholesale Corp. 1.1%
Value ($000) $10,499 Shares 39,728 Est. Cost $115.15 Unrealized +96.8%
NextEra Energy, Inc. 1.1%
Value ($000) $10,299 Shares 50,272 Est. Cost $85.09 Unrealized
TXN Texas Instruments 1.1%
Value ($000) $10,189 Shares 88,781 Est. Cost $69.70 Unrealized +33.1%
CMCSA Comcast Corporation - Class A 1.1%
Value ($000) $9,736 Shares 230,281 Est. Cost $31.25 Unrealized +13.7%
KO Coca Cola Company 1.0%
Value ($000) $9,134 Shares 179,370 Est. Cost $29.26 Unrealized +36.5%
John Hancock Bk & Thrift Opp F 1.0%
Value ($000) $8,909 Shares 276,665 Est. Cost $21.54 Unrealized
VZ Verizon Communications 0.9%
Value ($000) $8,637 Shares 151,174 Est. Cost $32.70 Unrealized +22.4%
MMM 3M Co. 0.9%
Value ($000) $8,530 Shares 49,209 Est. Cost $64.21 Unrealized +87.9%
CVX ChevronTexaco Corporation 0.9%
Value ($000) $8,233 Shares 66,163 Est. Cost $69.63 Unrealized +29.6%
C Citigroup, Inc. 0.9%
Value ($000) $8,003 Shares 114,284 Est. Cost $48.99 Unrealized +8.0%
NKE Nike Inc. Class B 0.9%
Value ($000) $7,944 Shares 94,622 Est. Cost $44.70 Unrealized +72.5%
KEY Keycorp 0.8%
Value ($000) $7,854 Shares 442,503 Est. Cost $12.72 Unrealized -3.5%
XOM Exxon Mobil Corporation 0.8%
Value ($000) $7,830 Shares 102,186 Est. Cost $53.61 Unrealized +6.1%
INTU Intuit, Inc. 0.8%
Value ($000) $7,716 Shares 29,526 Est. Cost $132.06 Unrealized +84.3%
HON Honeywell International, Inc. 0.8%
Value ($000) $7,654 Shares 43,841 Est. Cost $54.87 Unrealized +152.7%
PEP Pepsico 0.8%
Value ($000) $7,635 Shares 58,227 Est. Cost $60.18 Unrealized +74.1%
SPY S & P 500 Depositary Receipt ( 0.8%
Value ($000) $7,237 Shares 24,700 Est. Cost $180.68 Unrealized
COP ConocoPhillips 0.8%
Value ($000) $6,954 Shares 114,002 Est. Cost $39.31 Unrealized +25.3%
NVS Novartis A G Sponsored ADR 0.7%
Value ($000) $6,582 Shares 72,089 Est. Cost $73.48 Unrealized
DUK Duke Energy Corp. 0.7%
Value ($000) $6,487 Shares 73,516 Est. Cost $53.28 Unrealized +27.2%
GOOG Alphabet Inc Cl C 0.7%
Value ($000) $6,410 Shares 5,930 Est. Cost $32.82 Unrealized +74.5%
TJX TJX Companies 0.7%
Value ($000) $6,372 Shares 120,499 Est. Cost $40.88 Unrealized +19.1%
HD Home Depot 0.7%
Value ($000) $6,015 Shares 28,923 Est. Cost $64.93 Unrealized +161.1%
PFE Pfizer 0.6%
Value ($000) $5,651 Shares 130,438 Est. Cost $16.87 Unrealized +73.2%
NOK Nokia Corp - ADR 0.6%
Value ($000) $5,195 Shares 1,036,890 Est. Cost $6.42 Unrealized
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $4,963 Shares 18,439 Est. Cost $225.98 Unrealized
NSC Norfolk Southern Corp. 0.5%
Value ($000) $4,482 Shares 22,486 Est. Cost $60.84 Unrealized +184.9%
BAC Bank of America Corp. 0.5%
Value ($000) $4,472 Shares 154,196 Est. Cost $13.62 Unrealized +79.8%
WY Weyerhaeuser Co. 0.5%
Value ($000) $4,390 Shares 166,659 Est. Cost $19.54 Unrealized +0.8%
GM General Motors 0.5%
Value ($000) $4,356 Shares 113,061 Est. Cost $26.35 Unrealized +31.8%
LULU Lululemon Athletica Inc 0.4%
Value ($000) $3,936 Shares 21,840 Est. Cost $60.66 Unrealized +186.3%
WFC Wells Fargo 0.4%
Value ($000) $3,865 Shares 81,674 Est. Cost $31.26 Unrealized +25.0%
Zoetis, Inc. 0.4%
Value ($000) $3,798 Shares 33,466 Est. Cost $33.96 Unrealized
ECL Ecolabs 0.4%
Value ($000) $3,716 Shares 18,821 Est. Cost $108.31 Unrealized +59.9%
Suntrust Banks, Inc. 0.4%
Value ($000) $3,700 Shares 58,875 Est. Cost $33.22 Unrealized
Health Care Select Sector 0.4%
Value ($000) $3,680 Shares 39,723 Est. Cost $63.80 Unrealized
QCOM Qualcomm, Inc. 0.4%
Value ($000) $3,613 Shares 47,500 Est. Cost $47.16 Unrealized +33.0%
Macquarie Infrastr Co LLC Memb 0.4%
Value ($000) $3,496 Shares 86,235 Est. Cost $66.78 Unrealized
BB&T Corporation 0.4%
Value ($000) $3,433 Shares 69,883 Est. Cost $44.70 Unrealized
UNM Unum Group Com 0.4%
Value ($000) $3,401 Shares 101,380 Est. Cost $29.99 Unrealized +15.5%
ORLY O'Reilly Automotive, Inc. 0.4%
Value ($000) $3,324 Shares 8,999 Est. Cost $13.70 Unrealized +84.8%
PG Procter and Gamble 0.4%
Value ($000) $3,277 Shares 29,884 Est. Cost $59.52 Unrealized +52.0%
United Technologies Corp Com 0.3%
Value ($000) $3,206 Shares 24,625 Est. Cost $96.63 Unrealized
DIS Walt Disney 0.3%
Value ($000) $3,205 Shares 22,953 Est. Cost $64.54 Unrealized +98.3%
WMT Wal-Mart Stores 0.3%
Value ($000) $3,158 Shares 28,580 Est. Cost $24.96 Unrealized +25.4%
KBW Regional Banking Index 0.3%
Value ($000) $3,118 Shares 58,356 Est. Cost $41.16 Unrealized
Walgreens Boots Alliance, Inc. 0.3%
Value ($000) $3,081 Shares 56,364 Est. Cost $77.28 Unrealized
MO Altria Group, Inc. 0.3%
Value ($000) $3,054 Shares 64,499 Est. Cost $16.78 Unrealized +84.3%
LOW Lowe's Companies 0.3%
Value ($000) $2,998 Shares 29,709 Est. Cost $37.04 Unrealized +152.3%
MS Morgan Stanley Com New 0.3%
Value ($000) $2,972 Shares 67,832 Est. Cost $22.36 Unrealized +62.3%
Dolby Laboratories, Inc. 0.3%
Value ($000) $2,843 Shares 44,010 Est. Cost $65.10 Unrealized
KMB Kimberly-Clark 0.3%
Value ($000) $2,788 Shares 20,915 Est. Cost $63.06 Unrealized +62.0%
DD Dupont De Nemours, Inc. 0.3%
Value ($000) $2,708 Shares 36,068 Est. Cost $27.24 Unrealized 0.0%
LPX Louisiana Pacific 0.3%
Value ($000) $2,630 Shares 100,305 Est. Cost $22.49 Unrealized +9.0%
KMX CarMax, Inc. 0.3%
Value ($000) $2,593 Shares 29,865 Est. Cost $60.83 Unrealized +28.6%
AWK American Water Works, Inc. 0.3%
Value ($000) $2,434 Shares 20,980 Est. Cost $59.74 Unrealized +63.2%
Anadarko Pete Corp Com 0.2%
Value ($000) $2,282 Shares 32,339 Est. Cost $80.29 Unrealized
BP BP Amoco PLC - Spons ADR 0.2%
Value ($000) $2,214 Shares 53,098 Est. Cost $41.84 Unrealized
XLU Utilities Select Sector SPDR F 0.2%
Value ($000) $2,164 Shares 36,296 Est. Cost $46.52 Unrealized
MCD McDonald's Corp. 0.2%
Value ($000) $2,062 Shares 9,930 Est. Cost $101.24 Unrealized +67.7%
DXCM DexCom Inc. 0.2%
Value ($000) $2,054 Shares 13,708 Est. Cost $19.88 Unrealized +58.1%
Pinnacle Financial Partners, I 0.2%
Value ($000) $2,032 Shares 35,357 Est. Cost $50.20 Unrealized
ASH Ashland Global Holdings, Inc. 0.2%
Value ($000) $2,001 Shares 25,025 Est. Cost $58.10 Unrealized +18.5%
IWM Ishares Russell 2000 0.2%
Value ($000) $1,952 Shares 12,553 Est. Cost $149.70 Unrealized
MA MasterCard Inc. - Class A 0.2%
Value ($000) $1,886 Shares 7,130 Est. Cost $72.78 Unrealized +231.6%
Regions Financial Corp. 0.2%
Value ($000) $1,873 Shares 125,381 Est. Cost $9.98 Unrealized
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $1,865 Shares 41,127 Est. Cost $40.48 Unrealized -10.8%
DOW Dow Inc. 0.2%
Value ($000) $1,796 Shares 36,421 Est. Cost $36.37 Unrealized 0.0%
EEM IShares MSCI Emergin Mkt 0.2%
Value ($000) $1,742 Shares 40,595 Est. Cost $41.52 Unrealized
General Electric Corp. 0.2%
Value ($000) $1,656 Shares 157,732 Est. Cost $24.63 Unrealized
ALPS Trust Alerian MLP ETF 0.2%
Value ($000) $1,634 Shares 165,839 Est. Cost $13.56 Unrealized
AMZN Amazon.com, Inc. 0.2%
Value ($000) $1,589 Shares 839 Est. Cost $39.41 Unrealized +136.4%
Technology Select Sect Spdr (x 0.2%
Value ($000) $1,552 Shares 19,881 Est. Cost $32.80 Unrealized
IYG IShares DJ US Financial Servic 0.2%
Value ($000) $1,479 Shares 11,049 Est. Cost $74.91 Unrealized
PSX Phillips 66 0.2%
Value ($000) $1,478 Shares 15,801 Est. Cost $54.75 Unrealized +25.1%
EZU IShares MSCI EMU 0.2%
Value ($000) $1,473 Shares 37,250 Est. Cost $43.22 Unrealized
EA Electronic Arts, Inc. 0.2%
Value ($000) $1,462 Shares 14,437 Est. Cost $110.75 Unrealized -16.4%
RSG Republic Svcs Inc Com 0.2%
Value ($000) $1,455 Shares 16,790 Est. Cost $26.37 Unrealized +186.2%
Vanguard Information Technolog 0.2%
Value ($000) $1,433 Shares 6,793 Est. Cost $154.55 Unrealized
OXY Occidental Pete Corp Del Com 0.2%
Value ($000) $1,432 Shares 28,489 Est. Cost $52.08 Unrealized -6.2%
D Dominion Res Inc VA New 0.2%
Value ($000) $1,396 Shares 18,052 Est. Cost $38.91 Unrealized +46.1%
VWO Vanguard Emerging Market ETF 0.2%
Value ($000) $1,392 Shares 32,736 Est. Cost $42.62 Unrealized
Industrial Select Spdr 0.2%
Value ($000) $1,387 Shares 17,917 Est. Cost $69.33 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $1,361 Shares 8,234 Est. Cost $50.00 Unrealized +181.9%
Celgene Corp. 0.1%
Value ($000) $1,360 Shares 14,716 Est. Cost $100.85 Unrealized
HLT Hilton Worldwide Holdings Inc. 0.1%
Value ($000) $1,359 Shares 13,903 Est. Cost $48.37 Unrealized +84.3%
Xylem, Inc. 0.1%
Value ($000) $1,354 Shares 16,185 Est. Cost $57.36 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,304 Shares 11,324 Est. Cost $97.17 Unrealized
IVV IShares Core S&P 500 Index Fun 0.1%
Value ($000) $1,259 Shares 4,272 Est. Cost $225.50 Unrealized
NOC Northrop Grumman Corp. 0.1%
Value ($000) $1,199 Shares 3,712 Est. Cost $86.61 Unrealized +208.6%
KR Kroger 0.1%
Value ($000) $1,178 Shares 54,265 Est. Cost $26.65 Unrealized -20.9%
EMR Emerson Elec Co Com 0.1%
Value ($000) $1,178 Shares 17,661 Est. Cost $41.66 Unrealized +37.9%
VMC Vulcan Matls Co Com 0.1%
Value ($000) $1,178 Shares 8,579 Est. Cost $65.49 Unrealized +84.1%
MHK Mohawk Industries 0.1%
Value ($000) $1,155 Shares 7,835 Est. Cost $145.90 Unrealized -5.1%
ETN Eaton Corp. PLC 0.1%
Value ($000) $1,098 Shares 13,179 Est. Cost $49.36 Unrealized +44.6%
Linde PLC 0.1%
Value ($000) $1,090 Shares 5,429 Est. Cost $156.06 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $1,059 Shares 19,251 Est. Cost $47.41 Unrealized
IHE IShares Dow Jones US Pharmaceu 0.1%
Value ($000) $1,042 Shares 6,910 Est. Cost $103.13 Unrealized
CTVA Corteva, Inc. 0.1%
Value ($000) $1,040 Shares 35,182 Est. Cost $25.02 Unrealized 0.0%
IBM International Business Machine 0.1%
Value ($000) $1,019 Shares 7,388 Est. Cost $105.15 Unrealized -6.2%
iShares High Dividend Equity F 0.1%
Value ($000) $1,014 Shares 10,733 Est. Cost $68.49 Unrealized
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $1,004 Shares 4,710 Est. Cost $140.26 Unrealized +47.5%
HCA Healthcare Co. 0.1%
Value ($000) $985 Shares 7,288 Est. Cost $81.14 Unrealized
AXP American Express 0.1%
Value ($000) $981 Shares 7,948 Est. Cost $63.06 Unrealized +70.4%
MAS Masco Corp. 0.1%
Value ($000) $965 Shares 24,603 Est. Cost $30.86 Unrealized +12.1%
RHHBY Roche Hldg LTD Sponsored ADR 0.1%
Value ($000) $959 Shares 27,312 Est. Cost $40.40 Unrealized
SPHD Invesco S&P 500 High Dividend 0.1%
Value ($000) $948 Shares 22,515 Est. Cost $41.09 Unrealized
NSRGY Nestle SA Spons ADR for REG 0.1%
Value ($000) $944 Shares 9,125 Est. Cost $68.90 Unrealized
PM Philip Morris International, I 0.1%
Value ($000) $943 Shares 12,005 Est. Cost $56.54 Unrealized +3.1%
LMT Lockheed Martin Corporation 0.1%
Value ($000) $939 Shares 2,584 Est. Cost $202.43 Unrealized +38.2%
UNP Union Pacific 0.1%
Value ($000) $933 Shares 5,516 Est. Cost $72.30 Unrealized +104.4%
MAR Marriott International Inc. Cl 0.1%
Value ($000) $927 Shares 6,611 Est. Cost $46.87 Unrealized +169.4%
Energy Select Sector SPDR 0.1%
Value ($000) $900 Shares 14,125 Est. Cost $63.48 Unrealized
APD Air Products and Chemical Co. 0.1%
Value ($000) $874 Shares 3,860 Est. Cost $85.37 Unrealized +106.5%
PRU Prudential Financial, Inc. 0.1%
Value ($000) $839 Shares 8,305 Est. Cost $45.37 Unrealized +57.6%
ALC Alcon, Inc. 0.1%
Value ($000) $816 Shares 13,150 Est. Cost $57.87 Unrealized 0.0%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $807 Shares 4,319 Est. Cost $171.65 Unrealized
XBI SPDR S&P Biotech ETF (xbi) 0.1%
Value ($000) $796 Shares 9,075 Est. Cost $97.59 Unrealized
IYW iShares Dow Jones U.S. Technol 0.1%
Value ($000) $780 Shares 3,940 Est. Cost $83.64 Unrealized
Financial Select Sector SPDR ( 0.1%
Value ($000) $777 Shares 28,162 Est. Cost $20.05 Unrealized
SO Southern Co. 0.1%
Value ($000) $739 Shares 13,364 Est. Cost $34.95 Unrealized +18.3%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $725 Shares 10,121 Est. Cost $45.21 Unrealized +34.6%
NFLX Netflix Inc. 0.1%
Value ($000) $710 Shares 1,932 Est. Cost $16.86 Unrealized +114.0%
BA Boeing Corp. 0.1%
Value ($000) $690 Shares 1,896 Est. Cost $207.75 Unrealized +72.0%
DVY Ishares Dow Jones Select Divid 0.1%
Value ($000) $683 Shares 6,864 Est. Cost $67.15 Unrealized
GLW Corning Inc Com 0.1%
Value ($000) $680 Shares 20,464 Est. Cost $17.85 Unrealized +49.1%
PAYX Paychex, Inc. 0.1%
Value ($000) $623 Shares 7,571 Est. Cost $46.69 Unrealized +49.0%
ACACIA Communication 0.1%
Value ($000) $621 Shares 13,170 Est. Cost $42.69 Unrealized
AIG American International Group I 0.1%
Value ($000) $618 Shares 11,605 Est. Cost $35.08 Unrealized +19.5%
SBUX Starbucks Corp. 0.1%
Value ($000) $598 Shares 7,129 Est. Cost $43.56 Unrealized +55.9%
SPDR Gold Trust 0.1%
Value ($000) $584 Shares 4,381 Est. Cost $119.11 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $580 Shares 5,239 Est. Cost $46.31 Unrealized +133.2%
RY Royal Bank of Canada 0.1%
Value ($000) $579 Shares 7,290 Est. Cost $60.86 Unrealized +28.4%
TGT Target Corporation 0.1%
Value ($000) $576 Shares 6,650 Est. Cost $44.58 Unrealized +51.9%
CVS CVS/Caremark Corp. 0.1%
Value ($000) $557 Shares 10,230 Est. Cost $58.04 Unrealized -24.9%
NVDA Nvidia Corp 0.1%
Value ($000) $553 Shares 3,365 Est. Cost $4.21 Unrealized -2.3%
CB Chubb LTD. 0.1%
Value ($000) $552 Shares 3,748 Est. Cost $107.54 Unrealized +20.3%
IWN IShares Russell 2000 Value 0.1%
Value ($000) $538 Shares 4,465 Est. Cost $119.17 Unrealized
Citrix Sys Inc Com 0.1%
Value ($000) $530 Shares 5,405 Est. Cost $65.06 Unrealized
Alibaba Group Holding Ltd 0.1%
Value ($000) $503 Shares 2,969 Est. Cost $154.01 Unrealized
RSP Invesco S&P Equal Weight ETF 0.1%
Value ($000) $502 Shares 4,653 Est. Cost $101.95 Unrealized
USMV Ishares MSCI USA Minimum Volat 0.1%
Value ($000) $496 Shares 8,037 Est. Cost $52.41 Unrealized
Kinder Morgan, Inc 0.1%
Value ($000) $481 Shares 23,042 Est. Cost $38.23 Unrealized
AA ALCOA, Corp. 0.1%
Value ($000) $478 Shares 20,412 Est. Cost $32.01 Unrealized -25.7%
ENB Enbridge Inc 0.0%
Value ($000) $459 Shares 12,718 Est. Cost $24.73 Unrealized -5.0%
JPMorgan Diversified Return Eu 0.0%
Value ($000) $459 Shares 8,140 Est. Cost $60.58 Unrealized
SLB Schlumberger, Ltd. 0.0%
Value ($000) $454 Shares 11,426 Est. Cost $54.72 Unrealized -38.5%
BK Bank of New York Mellon Corp c 0.0%
Value ($000) $451 Shares 10,208 Est. Cost $37.07 Unrealized +4.7%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $445 Shares 5,095 Est. Cost $77.66 Unrealized
MDT Medtronic, PLC 0.0%
Value ($000) $436 Shares 4,481 Est. Cost $69.22 Unrealized +10.1%
GIS General Mills 0.0%
Value ($000) $436 Shares 8,307 Est. Cost $34.40 Unrealized +19.8%
AMGN Amgen 0.0%
Value ($000) $431 Shares 2,341 Est. Cost $112.49 Unrealized +30.0%
Macom Technology Solutions 0.0%
Value ($000) $419 Shares 27,709 Est. Cost $47.85 Unrealized
Royal Dutch Shell PLC ADR A (R 0.0%
Value ($000) $416 Shares 6,400 Est. Cost $63.75 Unrealized
FDX FEDEX Corporation 0.0%
Value ($000) $415 Shares 2,527 Est. Cost $151.95 Unrealized +1.9%
DG Dollar General 0.0%
Value ($000) $413 Shares 3,052 Est. Cost $76.33 Unrealized +51.6%
MDLZ Mondelez International Inc. (A 0.0%
Value ($000) $404 Shares 7,501 Est. Cost $34.92 Unrealized +26.3%
Straumann Holding AG 0.0%
Value ($000) $388 Shares 450 Est. Cost $303.08 Unrealized
Broadcom Ltd F 0.0%
Value ($000) $386 Shares 1,340 Est. Cost $221.23 Unrealized
XPO XPO Logistics 0.0%
Value ($000) $385 Shares 6,662 Est. Cost $20.37 Unrealized 0.0%
American Tower Corporation 0.0%
Value ($000) $383 Shares 1,873 Est. Cost $136.68 Unrealized
IAT iShares Dow Jones US Regional 0.0%
Value ($000) $360 Shares 7,835 Est. Cost $30.26 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $354 Shares 2,430 Est. Cost $147.73 Unrealized
IYT I Shares Transportation Index 0.0%
Value ($000) $353 Shares 1,875 Est. Cost $116.10 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $350 Shares 9,545 Est. Cost $33.82 Unrealized +10.4%
IYC iShares Dow Jones U.S. Consume 0.0%
Value ($000) $340 Shares 1,563 Est. Cost $186.46 Unrealized
BDX Becton, Dickinson Co 0.0%
Value ($000) $333 Shares 1,322 Est. Cost $204.14 Unrealized +2.7%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $327 Shares 6,159 Est. Cost $49.45 Unrealized
ORCL Oracle Systems Corp 0.0%
Value ($000) $325 Shares 5,706 Est. Cost $38.34 Unrealized +28.2%
CSX CSX Corp. 0.0%
Value ($000) $325 Shares 4,200 Est. Cost $13.58 Unrealized +73.4%
UAA Under Armour Inc. - Class A 0.0%
Value ($000) $319 Shares 12,600 Est. Cost $23.43 Unrealized 0.0%
CBT Cabot Corp. 0.0%
Value ($000) $317 Shares 6,650 Est. Cost $28.72 Unrealized +32.8%
IMO Imperial Oil Ltd. 0.0%
Value ($000) $316 Shares 11,407 Est. Cost $25.91 Unrealized -10.0%
AFL AFLAC Inc. 0.0%
Value ($000) $316 Shares 5,762 Est. Cost $32.55 Unrealized +35.4%
DOV Dover Corp. 0.0%
Value ($000) $296 Shares 2,950 Est. Cost $42.43 Unrealized +105.5%
IJH IShares Core S&P Midcap 400 In 0.0%
Value ($000) $294 Shares 1,513 Est. Cost $152.38 Unrealized
Harris Corp. 0.0%
Value ($000) $284 Shares 1,500 Est. Cost $131.82 Unrealized
EPD Enterprise Products Partners 0.0%
Value ($000) $277 Shares 9,595 Est. Cost $27.93 Unrealized
SPDR S&P Dividend ETF 0.0%
Value ($000) $276 Shares 2,735 Est. Cost $85.87 Unrealized
Arconic, Inc. 0.0%
Value ($000) $274 Shares 10,608 Est. Cost $25.83 Unrealized
EFA IShares MSCI EAFE Index Fund ( 0.0%
Value ($000) $272 Shares 4,140 Est. Cost $64.45 Unrealized
IYR IShares DJ US Real Estate 0.0%
Value ($000) $271 Shares 3,105 Est. Cost $73.10 Unrealized
Communication Services Select 0.0%
Value ($000) $270 Shares 5,490 Est. Cost $49.18 Unrealized
CAT Caterpillar 0.0%
Value ($000) $265 Shares 1,945 Est. Cost $97.83 Unrealized +17.2%
VTI Vanguard US Total Stock Market 0.0%
Value ($000) $265 Shares 1,766 Est. Cost $119.91 Unrealized
Novocure Limited 0.0%
Value ($000) $261 Shares 4,125 Est. Cost $63.27 Unrealized
META Facebook Inc. A 0.0%
Value ($000) $261 Shares 1,354 Est. Cost $96.38 Unrealized +88.3%
ADSK Autodesk, Inc. 0.0%
Value ($000) $259 Shares 1,589 Est. Cost $132.48 Unrealized +26.9%
Activision, Inc. 0.0%
Value ($000) $259 Shares 5,482 Est. Cost $51.73 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $250 Shares 1,816 Est. Cost $47.14 Unrealized +12.1%
IBB Ishares Nasdaq Biotech Index 0.0%
Value ($000) $243 Shares 2,230 Est. Cost $217.38 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $235 Shares 5,225 Est. Cost $39.35 Unrealized 0.0%
Vanguard Health Care ETF 0.0%
Value ($000) $234 Shares 1,345 Est. Cost $173.98 Unrealized
SFNC Simmons First National Corp Cl 0.0%
Value ($000) $233 Shares 10,000 Est. Cost $29.34 Unrealized -17.1%
DHR Danaher Corp 0.0%
Value ($000) $222 Shares 1,555 Est. Cost $99.39 Unrealized +15.7%
First Republic Bank 0.0%
Value ($000) $221 Shares 2,263 Est. Cost $100.31 Unrealized
UPS United Parcel Service Co 0.0%
Value ($000) $220 Shares 2,131 Est. Cost $78.37 Unrealized +2.3%
BMO Bank of Montreal 0.0%
Value ($000) $220 Shares 2,922 Est. Cost $55.18 Unrealized +4.4%
Nordstrom, Inc. 0.0%
Value ($000) $217 Shares 6,800 Est. Cost $60.46 Unrealized
WEC WEC Energy Corp. 0.0%
Value ($000) $208 Shares 2,500 Est. Cost $48.74 Unrealized +33.3%
WMB Williams Companies, Inc. 0.0%
Value ($000) $206 Shares 7,350 Est. Cost $18.25 Unrealized +5.1%
FHN First Horizon National Corp. 0.0%
Value ($000) $206 Shares 13,786 Est. Cost $11.03 Unrealized +1.5%
DOCU DocuSign Inc. 0.0%
Value ($000) $200 Shares 4,030 Est. Cost $53.40 Unrealized 0.0%
Capstar Financial Holdings, In 0.0%
Value ($000) $161 Shares 10,612 Est. Cost $14.42 Unrealized
DXYN Dixie Group, Inc. 0.0%
Value ($000) $15 Shares 25,800 Est. Cost $8.23 Unrealized -91.5%
J C Penney Co, Inc. 0.0%
Value ($000) $14 Shares 12,300 Est. Cost $9.36 Unrealized
PotNetwork Holdings Inc. 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.20 Unrealized