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
$119M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.01M
3 +$333K
4
CVS icon
CVS Health
CVS
+$278K
5
PFE icon
Pfizer
PFE
+$258K

Top Sells

1 +$4.24M
2 +$2.88M
3 +$42.7K
4
WM icon
Waste Management
WM
+$36.8K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$32K

Sector Composition

1 Industrials 18.69%
2 Consumer Staples 17.08%
3 Healthcare 16.43%
4 Technology 14.48%
5 Communication Services 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2K ﹤0.01%
+21
202
$1K ﹤0.01%
+15
203
$1K ﹤0.01%
+29
204
$1K ﹤0.01%
+60
205
$1K ﹤0.01%
+24
206
$1K ﹤0.01%
+20
207
$1K ﹤0.01%
+22
208
$1K ﹤0.01%
+105
209
$1K ﹤0.01%
+344
210
$1K ﹤0.01%
+3
211
$1K ﹤0.01%
+16
212
$1K ﹤0.01%
+35
213
$1K ﹤0.01%
+82
214
$1K ﹤0.01%
+3
215
-82,425
216
$0 ﹤0.01%
+53
217
0
218
-104,562
219
$0 ﹤0.01%
+15
220
$0 ﹤0.01%
+462
221
$0 ﹤0.01%
+25