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
$794M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$28.4M
3
+$14.3M
4
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$1.99M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.65M

Top Sells

1
+$40.2M
2
+$12.9M
3
+$10.9M
4
AAPL icon
Apple
AAPL
+$10M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$2.2M

Sector Composition

1 Technology 15.63%
2 Healthcare 13.98%
3 Industrials 13.51%
4 Financials 12.87%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K ﹤0.01%
400
227
$22K ﹤0.01%
100
228
$21K ﹤0.01%
70
229
$20K ﹤0.01%
200
230
$20K ﹤0.01%
700
-453,205
231
$19K ﹤0.01%
410
232
$19K ﹤0.01%
3,400
233
$19K ﹤0.01%
+225
234
$19K ﹤0.01%
500
235
$18K ﹤0.01%
125
236
$18K ﹤0.01%
450
237
$18K ﹤0.01%
200
238
$18K ﹤0.01%
400
239
$17K ﹤0.01%
1,057
240
$17K ﹤0.01%
200
241
$16K ﹤0.01%
+300
242
$16K ﹤0.01%
732
-182
243
$16K ﹤0.01%
125
244
$16K ﹤0.01%
1,925
245
$15K ﹤0.01%
130
246
$15K ﹤0.01%
580
-1,105
247
$15K ﹤0.01%
100
248
$15K ﹤0.01%
350
249
$15K ﹤0.01%
400
250
$15K ﹤0.01%
113
8 9
10
11 12