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
$311M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$480K
3 +$339K
4
AAPL icon
Apple
AAPL
+$336K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$311K

Top Sells

1 +$353K
2 +$285K
3 +$265K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$212K
5
NVO icon
Novo Nordisk
NVO
+$199K

Sector Composition

1 Industrials 21.73%
2 Technology 15.88%
3 Healthcare 13.03%
4 Consumer Staples 11.34%
5 Communication Services 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$187K 0.06%
10,308
77
-1,157
78
-3,230