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

Top Buys

1
+$29.5M
2
+$28.3M
3
+$14.3M
4
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$1.94M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.72M

Top Sells

1
+$40M
2
+$13M
3
+$10.2M
4
AAPL icon
Apple
AAPL
+$9.44M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$2.17M

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
276
$8K ﹤0.01%
39
277
$8K ﹤0.01%
400
278
$7K ﹤0.01%
75
279
$7K ﹤0.01%
350
280
$7K ﹤0.01%
30
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$7K ﹤0.01%
100
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$7K ﹤0.01%
+134
283
$7K ﹤0.01%
280
284
$7K ﹤0.01%
+63
285
$6K ﹤0.01%
600
286
$6K ﹤0.01%
221
287
$6K ﹤0.01%
+25
288
$6K ﹤0.01%
117
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$6K ﹤0.01%
131
290
$5K ﹤0.01%
640
291
$5K ﹤0.01%
80
292
$5K ﹤0.01%
+25
293
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25
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20
295
$5K ﹤0.01%
+122
296
$5K ﹤0.01%
2,800
297
$4K ﹤0.01%
+112
298
$4K ﹤0.01%
+236
299
$4K ﹤0.01%
25
300
$4K ﹤0.01%
250
10 11
12
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