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AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
351
$2K ﹤0.01%
20
352
$2K ﹤0.01%
65
-2,390
353
$1K ﹤0.01%
3
+1
354
$1K ﹤0.01%
36
355
$1K ﹤0.01%
5
356
$1K ﹤0.01%
1,000
357
$1K ﹤0.01%
+60
358
$1K ﹤0.01%
+200
359
$1K ﹤0.01%
1
360
$1K ﹤0.01%
5
361
$1K ﹤0.01%
+2,000
362
– –
-202
363
– –
-87
364
– –
-267
365
– –
-97
366
– –
-230
367
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-1
368
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-25
369
– –
-266
370
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-1
372
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-60
373
– –
-10,000
374
– –
-202,455
375
– –
-163,218
13 14
15
16 17