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
76
$798K 0.1%
32,538
+12,904
77
$786K 0.1%
13,657
78
$771K 0.1%
8,013
79
$754K 0.09%
6,485
-79
80
$621K 0.08%
10,400
81
$603K 0.08%
17,557
82
$594K 0.07%
2,708
+120
83
$576K 0.07%
10,487
-150
84
$559K 0.07%
4,750
85
$536K 0.07%
10,857
86
$526K 0.07%
13,600
87
$498K 0.06%
15,000
88
$487K 0.06%
8,226
89
$484K 0.06%
15,435
+387
90
$471K 0.06%
2,846
91
$455K 0.06%
2,250
92
$450K 0.06%
5,500
93
$434K 0.05%
2,550
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94
$415K 0.05%
5,616
95
$403K 0.05%
2,700
96
$399K 0.05%
3,662
97
$399K 0.05%
1,800
98
$378K 0.05%
6,544
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99
$375K 0.05%
2,625
100
$374K 0.05%
3,000
2 3
4
5 6