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
201
$46K 0.01%
393
202
$46K 0.01%
1,500
203
$45K 0.01%
922
204
$42K 0.01%
+75
205
$41K 0.01%
524
206
$40K 0.01%
425
207
$40K 0.01%
4,044
208
$35K ﹤0.01%
681
-1
209
$30K ﹤0.01%
3,263
+1,000
210
$30K ﹤0.01%
40
211
$28K ﹤0.01%
915
212
$27K ﹤0.01%
300
213
$27K ﹤0.01%
1,123
214
$27K ﹤0.01%
600
215
$26K ﹤0.01%
+1,600
216
$25K ﹤0.01%
351
217
$25K ﹤0.01%
121
218
$24K ﹤0.01%
200
219
$24K ﹤0.01%
206
220
$23K ﹤0.01%
879
221
$22K ﹤0.01%
262
222
$22K ﹤0.01%
333
223
$22K ﹤0.01%
150
224
$22K ﹤0.01%
500
225
$22K ﹤0.01%
720
7 8
9
10 11