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
$128M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$1.32M
3 +$1.21M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.17M
5
OC icon
Owens Corning
OC
+$343K

Top Sells

1 +$1.89M
2 +$1.82M
3 +$1.73M
4
YPF icon
YPF
YPF
+$1.69M
5
WY icon
Weyerhaeuser
WY
+$1.4M

Sector Composition

1 Technology 25.84%
2 Financials 14.3%
3 Industrials 13.34%
4 Consumer Discretionary 9.44%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-48,337
77
-8,518
78
-12,925
79
-38,399
80
-124,300
81
-5,403
82
-92,770