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

Top Buys

1 +$467K
2 +$242K
3 +$230K
4
META icon
Meta Platforms (Facebook)
META
+$213K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$175K

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
-63,260
77
-385
78
-20,443
79
-23,754