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
$255M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$830K
2
+$688K
3
+$639K
4
VB icon
Vanguard Small-Cap ETF
VB
+$592K
5
LOW icon
Lowe's Companies
LOW
+$407K

Top Sells

1
+$1.21M
2
+$350K
3
+$239K
4
FULT icon
Fulton Financial
FULT
+$183K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$130K

Sector Composition

1 Industrials 21.94%
2 Healthcare 18.49%
3 Technology 15.52%
4 Consumer Staples 12.6%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.93%
80,953
-4,431
27
$1.9M 0.74%
19,112
+248
28
$1.57M 0.61%
60,490
+4,665
29
$1.52M 0.6%
57,297
+2,667
30
$1.46M 0.57%
36,585
+1,579
31
$1.21M 0.47%
18,922
+157
32
$1.2M 0.47%
46,968
+2,994
33
$1.15M 0.45%
2,400
+53
34
$1.12M 0.44%
44,126
+1,843
35
$1.11M 0.43%
10,288
+1,000
36
$929K 0.36%
6,116
+536
37
$857K 0.34%
2,010
38
$830K 0.33%
+2,461
39
$808K 0.32%
2,266
40
$784K 0.31%
3,816
+150
41
$688K 0.27%
+3,155
42
$638K 0.25%
25,749
+3,946
43
$592K 0.23%
+2,775
44
$577K 0.23%
23,154
+4,040
45
$570K 0.22%
23,888
46
$558K 0.22%
5,583
+60
47
$555K 0.22%
23,239
+3,900
48
$524K 0.21%
2,739
+39
49
$520K 0.2%
892
50
$491K 0.19%
2,632
1
2
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