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
$130M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$768K
2 +$722K
3 +$582K
4
AMT icon
American Tower
AMT
+$578K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$523K

Sector Composition

1 Technology 21.51%
2 Financials 15.48%
3 Industrials 15.31%
4 Communication Services 9.29%
5 Real Estate 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,289
77
-12,974