ATIA

American Trust Investment Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 23.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.35M
2 +$3.09M
3 +$2.51M
4
IBM icon
IBM
IBM
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.61M

Sector Composition

1 Technology 21.84%
2 Industrials 12.13%
3 Financials 11.49%
4 Communication Services 11.25%
5 Utilities 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-66,395