AM

Atwater Malick Portfolio holdings

AUM $363M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$745K
3
+$711K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$508K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$484K

Top Sells

1
+$684K
2
+$107K
3
+$87.5K
4
CNI icon
Canadian National Railway
CNI
+$83.8K
5
AAPL icon
Apple
AAPL
+$64K

Sector Composition

1 Industrials 20.62%
2 Technology 14.62%
3 Consumer Staples 11.84%
4 Healthcare 10.6%
5 Communication Services 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.83%
72,714
-2,622
27
$2.51M 0.79%
97,835
+3,129
28
$2.48M 0.79%
50,591
+2,545
29
$2.34M 0.74%
36,604
+12,210
30
$2.33M 0.74%
31,278
+1,737
31
$2.04M 0.65%
20,597
+214
32
$2.03M 0.64%
80,088
+3,163
33
$1.55M 0.49%
25,460
+16,786
34
$1.54M 0.49%
7,011
+2
35
$1.49M 0.47%
3,073
+482
36
$1.48M 0.47%
9,372
+83
37
$1.41M 0.45%
5,703
+2,283
38
$1.34M 0.43%
2,475
39
$1.17M 0.37%
2,074
+46
40
$1.16M 0.37%
9,892
+6,168
41
$1.14M 0.36%
3,816
42
$1.06M 0.34%
29,639
-19,774
43
$964K 0.31%
3,164
44
$900K 0.29%
3,154
-1
45
$845K 0.27%
33,550
-140
46
$809K 0.26%
4,451
+34
47
$783K 0.25%
1,005
48
$766K 0.24%
31,572
49
$723K 0.23%
6,573
-425
50
$658K 0.21%
2,775
1
2
3 4