AM
Atwater Malick Portfolio holdings
AUM
$316M
This Quarter Return
+2.08%
1 Year Return
+9.75%
3 Year Return
+51.54%
5 Year Return
+106.82%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+9.2%)
Cap. Flow
+$8.81M
Cap. Flow
% of AUM
7.4%
Top 10 Holdings %
Top 10 Hldgs %
45.29%
Holding
221
New
185
Increased
21
Reduced
7
Closed
2
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.94M |
| 2 |
A.O. Smith
AOS
|
$3.01M |
| 3 |
Verizon
VZ
|
$333K |
| 4 |
CVS Health
CVS
|
$278K |
| 5 |
Pfizer
PFE
|
$258K |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.24M |
| 2 |
Wolverine World Wide
WWW
|
$2.88M |
| 3 |
Truist Financial
TFC
|
$42.7K |
| 4 |
Waste Management
WM
|
$36.8K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$32K |
Sector Composition
| 1 | Industrials | 18.69% |
| 2 | Consumer Staples | 17.08% |
| 3 | Healthcare | 16.43% |
| 4 | Technology | 14.48% |
| 5 | Communication Services | 10.52% |
