AM
Atwater Malick Portfolio holdings
AUM
$316M
1-Year Est. Return
9.75%
1 Year Est. Return
+9.75%
AUM
$316M
AUM Growth
+$20.2M
(+6.8%)
Holding
83
Top Buys
| 1 | +$1.02M | |
| 2 | +$781K | |
| 3 | +$723K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$563K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$528K |
Top Sells
| 1 | +$706K | |
| 2 | +$106K | |
| 3 | +$94K | |
| 4 |
Canadian National Railway
CNI
|
+$85.7K |
| 5 |
Apple
AAPL
|
+$65K |
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 | |
|---|---|---|---|---|---|---|
76
American Express
AXP
$245B
| $237K | 0.08% |
+742
|
|
||
77
Fifth Third Bancorp
FITB
$27.9B
| $236K | 0.07% |
5,742
|
|
||
78
Agilon Health
AGL
$390M
| $227K | 0.07% |
98,788
|
|
||
79
General Dynamics
GD
$91.6B
| $219K | 0.07% |
752
|
|
||
80
iShares National Muni Bond ETF
MUB
$40.4B
| $219K | 0.07% |
2,094
|
|
||
81
Alphabet (Google) Class C
GOOG
$3.04T
| $215K | 0.07% |
+1,210
|
|
||
82
Costco
COST
$415B
| $205K | 0.06% |
+207
|
|
||
83
Fulton Financial
FULT
$3.26B
| $186K | 0.06% |
10,308
|
|