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
$284M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$822K
3
+$690K
4
SMCI icon
Super Micro Computer
SMCI
+$645K
5
CPRT icon
Copart
CPRT
+$559K

Top Sells

1
+$671K
2
+$365K
3
+$256K
4
UPS icon
United Parcel Service
UPS
+$251K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Industrials 23.06%
2 Healthcare 18.07%
3 Technology 14.32%
4 Consumer Staples 12.35%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$595K 0.21%
23,754
+600
52
$585K 0.21%
24,509
+1,270
53
$564K 0.2%
23,573
-315
54
$559K 0.2%
+9,646
55
$512K 0.18%
2,632
56
$503K 0.18%
2,764
+1,095
57
$469K 0.17%
2,679
58
$435K 0.15%
2,755
59
$410K 0.14%
1,640
+139
60
$373K 0.13%
1,861
+38
61
$369K 0.13%
+706
62
$353K 0.12%
3,203
63
$348K 0.12%
43
64
$335K 0.12%
3,374
65
$307K 0.11%
3,555
66
$307K 0.11%
6,121
67
$293K 0.1%
+661
68
$264K 0.09%
+1,939
69
$262K 0.09%
1,010
70
$261K 0.09%
10,950
+630
71
$255K 0.09%
2,786
+184
72
$236K 0.08%
+385
73
$234K 0.08%
6,287
+400
74
$225K 0.08%
2,094
75
$216K 0.08%
8,664
+600
1 2
3
4