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Atwater Malick Portfolio holdings

AUM $370M
1-Year Est. Return 25.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$200K
3
+$186K
4
VZ icon
Verizon
VZ
+$186K
5
DEO icon
Diageo
DEO
+$175K

Top Sells

1
+$326K
2
+$222K
3
+$179K
4
DOW icon
Dow Inc
DOW
+$161K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$158K

Sector Composition

1 Industrials 18.98%
2 Healthcare 17.32%
3 Technology 16.35%
4 Consumer Staples 16.25%
5 Communication Services 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
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