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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
51
$463K 0.24%
11,295
52
$455K 0.23%
6,201
-450
53
$433K 0.22%
1,620
54
$408K 0.21%
11,845
-1,135
55
$386K 0.2%
75,984
56
$376K 0.19%
5,246
57
$339K 0.17%
6,072
58
$327K 0.17%
1,710
59
$326K 0.17%
734
-1,471
60
$324K 0.17%
335
61
$295K 0.15%
9,585
-1,340
62
$276K 0.14%
8,990
-4,320
63
$272K 0.14%
+3,675
64
$271K 0.14%
3,590
-2,349
65
$270K 0.14%
17,944
66
$264K 0.14%
10,225
-3,100
67
$262K 0.13%
+2,100
68
$241K 0.12%
991
-719
69
$236K 0.12%
1,070
-745
70
$236K 0.12%
+1,187
71
$232K 0.12%
+2,415
72
$232K 0.12%
+1,570
73
$229K 0.12%
1,620
-1,755
74
$225K 0.12%
+4,685
75
$220K 0.11%
1,187
-1,186
1 2
3
4