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
$284M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$782K
3 +$664K
4
CPRT icon
Copart
CPRT
+$496K
5
SMCI icon
Super Micro Computer
SMCI
+$468K

Top Sells

1 +$671K
2 +$359K
3 +$257K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$256K
5
FULT icon
Fulton Financial
FULT
+$227K

Sector Composition

1 Industrials 23.06%
2 Healthcare 18.07%
3 Technology 14.32%
4 Consumer Staples 12.35%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.07%
+752
77
$205K 0.07%
+1,552
78
-3,350
79
-13,787