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
$109M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$296K
2
+$207K
3
+$200K
4
WMT icon
Walmart
WMT
+$184K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$182K

Top Sells

1
+$225K
2
+$26.4K
3
+$20.3K
4
AAPL icon
Apple
AAPL
+$990

Sector Composition

1 Industrials 17.4%
2 Healthcare 17.02%
3 Consumer Staples 16.31%
4 Technology 14.18%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$844K 0.77%
2,864
+2
27
$486K 0.45%
6,345
+2,173
28
$484K 0.44%
29,565
29
$445K 0.41%
3,939
-180
30
$417K 0.38%
1,578
-100
31
$409K 0.38%
1,919
32
$296K 0.27%
+6,024
33
$291K 0.27%
10,437
34
$277K 0.25%
8,938
+566
35
$245K 0.22%
16,064
+1,064
36
– –
-2,540
1
2