AM

Atwater Malick Portfolio holdings

AUM $363M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$745K
3
+$711K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$508K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$484K

Top Sells

1
+$684K
2
+$107K
3
+$87.5K
4
CNI icon
Canadian National Railway
CNI
+$83.8K
5
AAPL icon
Apple
AAPL
+$64K

Sector Composition

1 Industrials 20.62%
2 Technology 14.62%
3 Consumer Staples 11.84%
4 Healthcare 10.6%
5 Communication Services 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$623K 0.2%
5,783
+100
52
$540K 0.17%
1,861
53
$528K 0.17%
+8,632
54
$528K 0.17%
2,846
+135
55
$464K 0.15%
2,047
56
$442K 0.14%
2,661
57
$439K 0.14%
710
58
$413K 0.13%
2,886
+68
59
$383K 0.12%
15,786
+1,863
60
$365K 0.12%
661
61
$352K 0.11%
2,667
62
$349K 0.11%
6,121
63
$349K 0.11%
1,435
+244
64
$341K 0.11%
1,724
+127
65
$321K 0.1%
3,124
-285
66
$296K 0.09%
1,004
67
$293K 0.09%
1,010
68
$293K 0.09%
3,285
-170
69
$283K 0.09%
11,148
70
$278K 0.09%
+10,921
71
$269K 0.09%
4,307
+332
72
$261K 0.08%
354
73
$255K 0.08%
2,786
74
$251K 0.08%
34
75
$246K 0.08%
3,304
1 2
3
4