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
$203M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$442K
2 +$344K
3 +$286K
4
DIS icon
Walt Disney
DIS
+$272K
5
KO icon
Coca-Cola
KO
+$271K

Top Sells

1 +$206K
2 +$145K
3 +$36.4K
4
XOM icon
Exxon Mobil
XOM
+$22.1K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$16.1K

Sector Composition

1 Industrials 22.68%
2 Healthcare 21.48%
3 Consumer Staples 15.52%
4 Technology 11.15%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$259K 0.13%
+1,603
52
$258K 0.13%
2,602
53
$258K 0.13%
+5,162
54
$257K 0.13%
10,198
+1,400
55
$251K 0.12%
14,912
56
$223K 0.11%
928
-65
57
$221K 0.11%
2,094
58
$4.66K ﹤0.01%
375