ATIA

American Trust Investment Advisors Portfolio holdings

AUM $194M
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
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 +$3.38M
2 +$3.06M
3 +$2.95M
4
IBM icon
IBM
IBM
+$1.9M
5
FLR icon
Fluor
FLR
+$1.69M

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
AB icon
101
AllianceBernstein
AB
$3.58B
-22,545