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
276
$12K ﹤0.01%
327
-50
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$11K ﹤0.01%
150
278
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178
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100
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250
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100
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+1
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500
286
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150
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1,000
288
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100
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– –
0
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$10K ﹤0.01%
183
292
$10K ﹤0.01%
153
293
$10K ﹤0.01%
103
294
$10K ﹤0.01%
2,325
295
$9K ﹤0.01%
96
296
$9K ﹤0.01%
107
297
$9K ﹤0.01%
39
298
$9K ﹤0.01%
600
299
$9K ﹤0.01%
100
-930
300
$9K ﹤0.01%
117
10 11
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