ATIA

American Trust Investment Advisors Portfolio holdings

AUM $198M
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.19M
3 +$1.16M
4
SHG icon
Shinhan Financial Group
SHG
+$418K
5
CX icon
Cemex
CX
+$397K

Top Sells

1 +$3.38M
2 +$2.83M
3 +$1.16M
4
CEA
China Eastern Airlines
CEA
+$515K
5
CHL
China Mobile Limited
CHL
+$311K

Sector Composition

1 Consumer Discretionary 17.02%
2 Financials 16.32%
3 Technology 14.7%
4 Communication Services 10.52%
5 Real Estate 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,930
77
-4,790
78
-52,190
79
-95,995
80
-66,835
81
-16,110