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
$179M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$385K
3
+$304K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$291K
5
LOW icon
Lowe's Companies
LOW
+$274K

Top Sells

1
+$5.12M
2
+$322K
3
+$226K
4
CB icon
Chubb
CB
+$202K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$184K

Sector Composition

1 Industrials 21.91%
2 Healthcare 19.96%
3 Consumer Staples 15.29%
4 Technology 12.76%
5 Communication Services 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.12%
+8,926
52
$217K 0.12%
+8,798
53
$215K 0.12%
2,094
54
$9K 0.01%
375
55
– –
-1,030
56
– –
-136,851
57
– –
-13,194
58
– –
-9,034
1 2
3