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
26
$12.8M 1.61%
50,189
+1,265
27
$12.7M 1.6%
596,472
-3,739
28
$12.3M 1.55%
163,261
+1,451
29
$11.2M 1.41%
127,625
+1,451
30
$10.7M 1.34%
37,635
+170
31
$10.3M 1.3%
476,603
32
$10.2M 1.29%
219,369
+3,180
33
$9.57M 1.21%
57,710
+166
34
$8.48M 1.07%
397,891
+5,229
35
$8.46M 1.07%
57,315
-200
36
$8.4M 1.06%
346,282
-7,776
37
$7.33M 0.92%
45,106
38
$7.25M 0.91%
483,918
+2,259
39
$7.24M 0.91%
31,874
-205
40
$7.03M 0.89%
331,502
-11,050
41
$7M 0.88%
205,028
-7,205
42
$6.54M 0.82%
20,740
+105
43
$6.3M 0.79%
288,697
+11,205
44
$6.08M 0.77%
35,826
+126
45
$5.78M 0.73%
247,596
-10,390
46
$5.16M 0.65%
18,566
+134
47
$4.17M 0.53%
181,777
+5,555
48
$4.08M 0.51%
187,134
+18,853
49
$3.56M 0.45%
23,890
50
$2.84M 0.36%
20,461
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