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 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
351
$0 ﹤0.01%
97
352
-150
353
-206
354
$0 ﹤0.01%
3