AM
Atwater Malick Portfolio holdings
AUM
$344M
1-Year Est. Return
13.11%
1 Year Est. Return
+13.11%
AUM
$344M
AUM Growth
+$28.6M
(+9.1%)
Holding
87
Top Buys
| 1 | +$10.9M | |
| 2 | +$10.3M | |
| 3 | +$9.57M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$8.91M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$6.63M |
Top Sells
| 1 | +$5.74M | |
| 2 | +$5.22M | |
| 3 | +$3.17M | |
| 4 |
Walt Disney
DIS
|
+$3.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Chevron
CVX
$330B
| $250K | 0.07% |
1,608
-1,278
|
|
||
77
Starbucks
SBUX
$107B
| $247K | 0.07% |
2,921
+135
|
|
||
78
Corteva
CTVA
$46.6B
| $223K | 0.06% |
3,304
|
|
||
79
iShares National Muni Bond ETF
MUB
$41.9B
| $223K | 0.06% |
2,094
|
|
||
80
KLA
KLAC
$195B
| $214K | 0.06% |
+198
|
|
||
81
iShares Russell 1000 Growth ETF
IWF
$119B
| $207K | 0.06% |
+442
|
|
||
82
Fulton Financial
FULT
$3.54B
| $192K | 0.06% |
10,308
|
|
||
83
Agilon Health
AGL
$405M
| $102K | 0.03% |
98,788
|
|
||
84
Comcast
CMCSA
$103B
| – | – |
-29,639
|
|
||
85
Costco
COST
$428B
| – | – |
-207
|
|
||
86
Copart
CPRT
$39.4B
| – | – |
-50,591
|
|
||
|
87
United Parcel Service
UPS
$90.4B
| – | – |
-30,364
|
|