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
51
$2.32M 0.29%
12,307
-3,410
52
$2.22M 0.28%
24,455
-6,615
53
$2.15M 0.27%
18,385
-4,710
54
$2.12M 0.27%
92,819
+10,155
55
$2.08M 0.26%
26,900
56
$2.02M 0.25%
47,530
+46,880
57
$2.02M 0.25%
60,175
58
$1.72M 0.22%
12,425
+12
59
$1.7M 0.21%
23,140
60
$1.68M 0.21%
10,690
+10,515
61
$1.51M 0.19%
4,502
-104
62
$1.47M 0.19%
6,989
-445
63
$1.21M 0.15%
33,683
-350
64
$1.19M 0.15%
7,580
-420
65
$1.14M 0.14%
51,275
+8,150
66
$1.09M 0.14%
15,692
67
$1.07M 0.13%
10,625
+250
68
$1.03M 0.13%
12,887
69
$1.02M 0.13%
23,221
70
$886K 0.11%
4,162
-50
71
$839K 0.11%
13,916
72
$836K 0.11%
40,600
73
$812K 0.1%
2,800
74
$811K 0.1%
23,279
75
$809K 0.1%
5,800
1 2
3
4 5