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
251
$15K ﹤0.01%
600
252
$14K ﹤0.01%
+146
253
$14K ﹤0.01%
525
254
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+136
255
$13K ﹤0.01%
500
256
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350
257
$13K ﹤0.01%
200
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$12K ﹤0.01%
500
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+243
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$12K ﹤0.01%
25
261
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302
262
$12K ﹤0.01%
+50
263
$12K ﹤0.01%
40
264
$11K ﹤0.01%
5,000
265
$11K ﹤0.01%
650
266
$11K ﹤0.01%
116
267
$10K ﹤0.01%
155
268
$10K ﹤0.01%
160
269
$9K ﹤0.01%
+238
270
$9K ﹤0.01%
643
271
$9K ﹤0.01%
75
272
$9K ﹤0.01%
200
273
$8K ﹤0.01%
50
274
$8K ﹤0.01%
400
275
$8K ﹤0.01%
100
9 10
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12 13