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
$159M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$287K
2
+$240K
3
+$239K
4
FITB icon
Fifth Third Bancorp
FITB
+$223K
5
UL icon
Unilever
UL
+$215K

Top Sells

1
+$182K
2
+$141K
3
+$120K
4
AAPL icon
Apple
AAPL
+$91.8K
5
MCD icon
McDonald's
MCD
+$83.3K

Sector Composition

1 Industrials 21.12%
2 Technology 17.69%
3 Healthcare 16.17%
4 Consumer Staples 15.5%
5 Communication Services 13.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.43%
14,217
+1,787
27
$1.54M 0.97%
13,021
+884
28
$1.25M 0.78%
3,318
+32
29
$844K 0.53%
5,180
+100
30
$563K 0.35%
1,578
31
$458K 0.29%
1,974
32
$354K 0.22%
4,191
-166
33
$339K 0.21%
1,900
34
$303K 0.19%
2,046
-155
35
$263K 0.17%
6,373
-70
36
$245K 0.15%
2,094
37
$223K 0.14%
+8,077
38
$215K 0.14%
+3,556
39
$208K 0.13%
+1,350
40
$206K 0.13%
3,272
41
$205K 0.13%
+4,274
42
$202K 0.13%
1,000
43
$197K 0.12%
15,512
-9,455
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