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
101
$368K 0.05%
6,825
102
$363K 0.05%
1,387
+100
103
$360K 0.05%
4,800
104
$357K 0.05%
1,500
105
$349K 0.04%
11,631
106
$342K 0.04%
4,750
-75
107
$338K 0.04%
6,894
108
$335K 0.04%
4,631
109
$315K 0.04%
13,092
110
$296K 0.04%
2,383
+311
111
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5,000
-185
112
$286K 0.04%
850
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113
$282K 0.04%
4,512
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114
$278K 0.04%
6,013
115
$276K 0.03%
9,025
-305
116
$265K 0.03%
10,975
+4,325
117
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4,000
118
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2,050
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119
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120
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4,566
121
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10,478
122
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670
123
$229K 0.03%
1,390
124
$221K 0.03%
8,250
125
$219K 0.03%
1,800
3 4
5
6 7