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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
76
$217K 0.11%
2,677
-1,105
77
$216K 0.11%
+3,445
78
$215K 0.11%
2,690
79
$213K 0.11%
505
-120
80
$208K 0.11%
2,483
-840
81
$207K 0.11%
+1,235
82
– –
-12,225
83
– –
-341,375
84
– –
-1,139
85
– –
-22,790
86
– –
-5,109
87
– –
-170,125
88
– –
-6,185
89
– –
-1,835
90
– –
-2,725
91
– –
-14,889
92
– –
-1,706
93
– –
-10,145
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4