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
$189M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$442K
3
+$287K
4
INTC icon
Intel
INTC
+$256K
5
UPS icon
United Parcel Service
UPS
+$256K

Top Sells

1
+$203K
2
+$108K
3
+$68.7K
4
AAPL icon
Apple
AAPL
+$42.6K

Sector Composition

1 Industrials 20.12%
2 Healthcare 17.24%
3 Technology 16.35%
4 Consumer Staples 13.83%
5 Communication Services 13.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 1.88%
17,518
+1,233
27
$2.38M 1.26%
89,455
+244
28
$2.23M 1.18%
19,448
+441
29
$1.18M 0.62%
2,728
+43
30
$851K 0.45%
5,180
31
$549K 0.29%
1,578
32
$539K 0.28%
1,974
33
$445K 0.24%
+2,632
34
$442K 0.23%
+3,700
35
$375K 0.2%
6,373
36
$357K 0.19%
13,588
+1,529
37
$312K 0.16%
1,900
38
$309K 0.16%
3,041
39
$308K 0.16%
2,046
40
$293K 0.15%
11,281
+1,154
41
$288K 0.15%
6,777
42
$287K 0.15%
+2,602
43
$251K 0.13%
4,274
44
$245K 0.13%
+9,135
45
$243K 0.13%
2,094
-592
46
$242K 0.13%
+11,670
47
$237K 0.13%
15,512
48
$234K 0.12%
9,126
+777
49
$233K 0.12%
828
+61
50
$220K 0.12%
+8,301
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