AM

Atwater Malick Portfolio holdings

AUM $370M
1-Year Est. Return 25.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$9.91M
3
+$9.29M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$8.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.38M

Top Sells

1
+$5.88M
2
+$5.51M
3
+$3.23M
4
DIS icon
Walt Disney
DIS
+$3.19M
5
UPS icon
United Parcel Service
UPS
+$3.06M

Sector Composition

1 Industrials 15.86%
2 Technology 13.91%
3 Consumer Staples 9.4%
4 Communication Services 7.64%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.18%
5,368
-415
52
$589K 0.17%
9,066
+434
53
$587K 0.17%
1,861
54
$572K 0.17%
2,047
55
$550K 0.16%
12,342
+6,600
56
$500K 0.15%
750
+40
57
$498K 0.14%
2,661
58
$475K 0.14%
19,503
+3,717
59
$433K 0.13%
721
+60
60
$415K 0.12%
+1,201
61
$375K 0.11%
2,667
62
$367K 0.11%
6,121
63
$342K 0.1%
1,724
64
$331K 0.1%
1,360
+150
65
$330K 0.1%
1,386
-49
66
$323K 0.09%
3,124
67
$313K 0.09%
4,307
68
$305K 0.09%
11,899
+978
69
$300K 0.09%
3,285
70
$289K 0.08%
36
+2
71
$285K 0.08%
1,010
72
$284K 0.08%
11,148
73
$283K 0.08%
1,004
74
$256K 0.07%
752
75
$251K 0.07%
756
+14
1 2
3
4