AM

Atwater Malick Portfolio holdings

AUM $344M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$822K
3
+$690K
4
SMCI icon
Super Micro Computer
SMCI
+$645K
5
CPRT icon
Copart
CPRT
+$559K

Top Sells

1
+$671K
2
+$365K
3
+$256K
4
UPS icon
United Parcel Service
UPS
+$251K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Industrials 23.06%
2 Healthcare 18.07%
3 Technology 14.32%
4 Consumer Staples 12.35%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.91%
81,115
+162
27
$2.11M 0.74%
46,721
+10,136
28
$2.08M 0.73%
3,963
+1,563
29
$1.87M 0.66%
19,143
+31
30
$1.67M 0.59%
64,418
+3,928
31
$1.67M 0.59%
63,049
+5,752
32
$1.39M 0.49%
20,462
+1,540
33
$1.31M 0.46%
51,758
+4,790
34
$1.31M 0.46%
+6,877
35
$1.2M 0.42%
47,844
+3,718
36
$1.17M 0.41%
6,489
+373
37
$1.08M 0.38%
2,580
+314
38
$988K 0.35%
2,475
+14
39
$977K 0.34%
2,028
+18
40
$976K 0.34%
9,088
-1,200
41
$927K 0.33%
3,816
42
$848K 0.3%
9,380
+3,410
43
$756K 0.27%
3,155
44
$694K 0.24%
892
45
$674K 0.24%
27,164
+1,415
46
$674K 0.24%
3,274
+535
47
$656K 0.23%
5,641
+58
48
$645K 0.23%
+6,390
49
$634K 0.22%
2,775
50
$626K 0.22%
10,774
+3,064
1
2
3 4