AM

Atwater Malick Portfolio holdings

AUM $316M
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
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 +$1.31M
2 +$822K
3 +$690K
4
SMCI icon
Super Micro Computer
SMCI
+$645K
5
CPRT icon
Copart
CPRT
+$559K

Top Sells

1 +$671K
2 +$365K
3 +$256K
4
UPS icon
United Parcel Service
UPS
+$251K
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