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
1
$39M 4.91%
201,157
-1,370
2
$31.2M 3.92%
81,302
3
$30.1M 3.79%
886,075
+881,265
4
$28.4M 3.57%
+1,008,065
5
$28.2M 3.55%
83,318
-477
6
$27.6M 3.48%
62,608
-24,720
7
$22.5M 2.83%
146,010
-596
8
$22M 2.77%
184,277
-360
9
$21.5M 2.71%
292,660
-3,700
10
$21.3M 2.68%
539,942
-818
11
$20.6M 2.59%
309,903
+1,400
12
$20.1M 2.53%
398,339
+11,382
13
$20M 2.52%
1,303,930
-4,450
14
$19.6M 2.47%
112,601
-225
15
$19.3M 2.43%
360,167
+3,503
16
$18.7M 2.35%
161,357
-86,515
17
$18.4M 2.32%
747,019
+5,973
18
$18.3M 2.31%
363,145
+11,649
19
$17.7M 2.22%
341,066
+17
20
$16.9M 2.12%
153,422
-219
21
$15.5M 1.96%
352,128
-24,491
22
$14.8M 1.86%
161,202
-310
23
$14.3M 1.8%
435,753
+435,353
24
$14M 1.77%
71,280
-25
25
$13M 1.63%
205,114
-422
1
2 3 4 5