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
$102M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$267K
3
+$267K
4
FITB icon
Fifth Third Bancorp
FITB
+$263K
5
FULT icon
Fulton Financial
FULT
+$249K

Top Sells

1
+$285K
2
+$47.1K
3
+$36.5K
4
XOM icon
Exxon Mobil
XOM
+$16.1K
5
PPL icon
PPL Corp
PPL
+$2.16K

Sector Composition

1 Industrials 17.21%
2 Healthcare 17.1%
3 Consumer Staples 16.06%
4 Technology 15.12%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$815K 0.8%
2,862
-128
27
$458K 0.45%
29,565
+16,079
28
$458K 0.45%
4,119
+90
29
$395K 0.39%
1,678
-200
30
$386K 0.38%
1,919
31
$337K 0.33%
4,172
-199
32
$266K 0.26%
8,372
-68
33
$263K 0.26%
+10,437
34
$225K 0.22%
+2,540
35
$202K 0.2%
15,000
36
– –
-7,198
1
2