AM

Atwater Malick Portfolio holdings

AUM $370M
1-Year Est. Return 25.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$432K
3 +$385K
4
WM icon
Waste Management
WM
+$378K
5
AOS icon
A.O. Smith
AOS
+$372K

Top Sells

1 +$231K
2 +$213K
3 +$132K
4
KMX icon
CarMax
KMX
+$49.5K
5
AAPL icon
Apple
AAPL
+$39.3K

Sector Composition

1 Industrials 21.36%
2 Technology 16.34%
3 Healthcare 16.2%
4 Consumer Staples 13.81%
5 Communication Services 13.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,200