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
$227M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$482K
3
+$386K
4
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$346K
5
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$293K

Top Sells

1
+$288K
2
+$251K
3
+$221K
4
AAPL icon
Apple
AAPL
+$209K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$166K

Sector Composition

1 Industrials 21.43%
2 Healthcare 18.83%
3 Technology 14.98%
4 Consumer Staples 13.74%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.17%
1,756
-203
52
$350K 0.15%
13,788
53
$342K 0.15%
6,900
+100
54
$319K 0.14%
3,292
55
$319K 0.14%
2,137
56
$302K 0.13%
24,912
57
$300K 0.13%
3,030
58
$286K 0.13%
48
-14
59
$269K 0.12%
6,180
-210
60
$237K 0.1%
2,602
61
$215K 0.09%
2,094
62
$202K 0.09%
8,730
63
– –
-8,500
64
– –
-3,700
1 2
3