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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
$239M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.54M
3
+$2.27M
4
SAN icon
Banco Santander
SAN
+$905K
5
CVX icon
Chevron
CVX
+$899K

Top Sells

1
+$5.17M
2
+$3.19M
3
+$914K
4
EMBJ
Embraer S.A. ADS
EMBJ
+$852K
5
IBM icon
IBM
IBM
+$849K

Sector Composition

1 Technology 19.05%
2 Financials 12.34%
3 Industrials 10.66%
4 Communication Services 10.56%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$111K 0.05%
22,790
102
– –
-630
103
– –
-45,835
104
– –
-11,737
105
– –
-74,450
106
– –
-37,744
107
– –
-63,182
108
– –
-1,240
109
– –
-11,250
110
– –
-18,835
111
– –
-19,824
112
– –
-4,172
113
– –
-64,043
114
– –
-20,120
115
– –
-32,195
1 2 3 4
5