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
$298M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$243K
3
+$214K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$214K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$171K

Top Sells

1
+$1.65M
2
+$1.03M
3
+$602K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$599K
5
NVO icon
Novo Nordisk
NVO
+$498K

Sector Composition

1 Industrials 20.7%
2 Technology 16.78%
3 Consumer Staples 11.63%
4 Healthcare 11.04%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,443
77
– –
-23,754
78
– –
-63,260
79
– –
-752
1 2 3
4