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
$126M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$201K
3
+$194K
4
VZ icon
Verizon
VZ
+$189K
5
CAT icon
Caterpillar
CAT
+$185K

Top Sells

1
+$338K
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
in Stake 		Capital Flow
176
– –
-3
177
– –
-272
178
– –
-2,520
179
– –
-76
180
– –
-100
181
– –
-119
182
– –
-132
183
– –
-230
184
– –
-1,805
185
– –
-250
186
– –
-67
187
– –
-611
188
– –
-516
189
– –
0
190
– –
-75
191
– –
-8,000
192
– –
-146
193
– –
-37
194
– –
-3,857
195
– –
-76
196
– –
-930
197
– –
-16
198
– –
-35
199
– –
-228
200
– –
-228
5 6 7
8
9