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
276
$8K ﹤0.01%
163
277
$8K ﹤0.01%
39
278
$7K ﹤0.01%
+134
279
$7K ﹤0.01%
280
280
$7K ﹤0.01%
+63
281
$7K ﹤0.01%
75
282
$7K ﹤0.01%
350
283
$7K ﹤0.01%
30
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100
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$6K ﹤0.01%
600
286
$6K ﹤0.01%
221
287
$6K ﹤0.01%
+25
288
$6K ﹤0.01%
117
289
$6K ﹤0.01%
131
290
$5K ﹤0.01%
2,800
291
$5K ﹤0.01%
640
292
$5K ﹤0.01%
80
293
$5K ﹤0.01%
+25
294
$5K ﹤0.01%
25
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20
296
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+122
297
$4K ﹤0.01%
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298
$4K ﹤0.01%
+236
299
$4K ﹤0.01%
25
300
$4K ﹤0.01%
250
10 11
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