AT

American Trust Portfolio holdings

AUM $1.06B
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 6.27%
2 Technology 5%
3 Financials 3.69%
4 Healthcare 3.2%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$269K 0.02%
1,309
-80
227
$269K 0.02%
674
228
$268K 0.02%
1,797
-435
229
$265K 0.02%
+1,007
230
$263K 0.02%
+2,432
231
$262K 0.02%
3,402
+374
232
$261K 0.02%
1,187
-7,323
233
$260K 0.02%
5,440
-970
234
$257K 0.02%
+624
235
$257K 0.02%
10,783
-1,117
236
$257K 0.02%
2,712
-312
237
$255K 0.02%
+737
238
$255K 0.02%
1,640
-229
239
$254K 0.02%
1,043
240
$253K 0.02%
1,140
-160
241
$250K 0.02%
1,727
-361
242
$249K 0.02%
6,469
-933
243
$244K 0.02%
+7,261
244
$243K 0.02%
14,758
-3,271
245
$241K 0.02%
4,747
-685
246
$241K 0.02%
3,410
-493
247
$234K 0.02%
+2,361
248
$232K 0.02%
568
-96
249
$230K 0.02%
3,672
-587
250
$229K 0.02%
5,869
-769