AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$6.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$9.08M
3
+$6.4M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$5.83M
5
PNC icon
PNC Financial Services
PNC
+$5.76M

Top Sells

1
+$11.6M
2
+$8.09M
3
+$6.73M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$5.66M
5
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$5.2M

Sector Composition

1 Technology 18.48%
2 Healthcare 13.89%
3 Financials 10%
4 Energy 4.82%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K ﹤0.01%
276
252
$19K ﹤0.01%
+300
253
$18K ﹤0.01%
300
-299
254
$18K ﹤0.01%
86
+1
255
$17K ﹤0.01%
200
256
$17K ﹤0.01%
479
257
$17K ﹤0.01%
625
-40,587
258
$16K ﹤0.01%
406
259
$16K ﹤0.01%
200
-1,600
260
$15K ﹤0.01%
163
261
$15K ﹤0.01%
1,057
262
$15K ﹤0.01%
108
263
$15K ﹤0.01%
100
264
$15K ﹤0.01%
565
-554
265
$15K ﹤0.01%
167
266
$15K ﹤0.01%
847
267
$14K ﹤0.01%
476
268
$14K ﹤0.01%
12
269
$13K ﹤0.01%
100
270
$13K ﹤0.01%
67
271
$13K ﹤0.01%
125
272
$12K ﹤0.01%
114
273
$12K ﹤0.01%
700
274
$12K ﹤0.01%
300
-400
275
$12K ﹤0.01%
356
9 10
11
12 13