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ATIA

American Trust Investment Advisors Portfolio holdings

AUM $181M
1-Year Est. Return 25.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.77M
3
+$4.43M
4
AMZN icon
Amazon
AMZN
+$4.29M
5
TREX icon
Trex
TREX
+$3.54M

Top Sells

1
+$3.71M
2
+$3.59M
3
+$3.48M
4
ADI icon
Analog Devices
ADI
+$2.91M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.59M

Sector Composition

1 Technology 24.07%
2 Financials 14.3%
3 Industrials 14.22%
4 Communication Services 9.61%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.77%
18,627
-23,075
27
$3.41M 1.76%
86,852
-2,982
28
$3.2M 1.65%
52,952
-7,355
29
$3.18M 1.64%
13,517
-962
30
$3M 1.55%
+58,135
31
$2.52M 1.3%
122,327
-10,105
32
$2.48M 1.28%
15,749
-11,714
33
$2.43M 1.25%
102,585
-1,655
34
$2.33M 1.2%
222,360
-36,455
35
$2.23M 1.15%
106,415
-12,465
36
$2.12M 1.1%
22,463
-1,413
37
$1.89M 0.97%
70,070
-13,620
38
$1.63M 0.84%
3,268
+60
39
$1.54M 0.79%
19,295
-2,567
40
$1.35M 0.69%
199,631
-19,828
41
$1.27M 0.66%
40,439
-55,311
42
$993K 0.51%
68,789
-4,876
43
$956K 0.49%
3,386
44
$844K 0.44%
1,267
45
$730K 0.38%
30,483
-2,769
46
$682K 0.35%
2,323
47
$669K 0.35%
877
-56
48
$571K 0.29%
8,045
49
$559K 0.29%
4,660
-100
50
$542K 0.28%
5,815
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