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
$316M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$969K
2 +$745K
3 +$711K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$508K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$484K

Top Sells

1 +$684K
2 +$107K
3 +$87.5K
4
CNI icon
Canadian National Railway
CNI
+$83.8K
5
AAPL icon
Apple
AAPL
+$64K

Sector Composition

1 Industrials 20.62%
2 Technology 14.62%
3 Consumer Staples 11.84%
4 Healthcare 10.6%
5 Communication Services 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$237K 0.08%
+742
77
$236K 0.07%
5,742
78
$227K 0.07%
98,788
79
$219K 0.07%
752
80
$219K 0.07%
2,094
81
$215K 0.07%
+1,210
82
$205K 0.06%
+207
83
$186K 0.06%
10,308