AM

Atwater Malick Portfolio holdings

AUM $316M
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$4.46M
3 +$4.42M
4
INTC icon
Intel
INTC
+$4.4M
5
AAPL icon
Apple
AAPL
+$4.17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.24%
2 Industrials 16.47%
3 Consumer Staples 16.19%
4 Technology 14.01%
5 Consumer Discretionary 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$752K 0.84%
+2,990
27
$439K 0.49%
+4,029
28
$392K 0.44%
+1,919
29
$354K 0.4%
+1,878
30
$298K 0.33%
+4,371
31
$285K 0.32%
+7,198
32
$239K 0.27%
+8,440
33
$209K 0.23%
+13,486
34
$205K 0.23%
+15,000