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American Trust Portfolio holdings

AUM $1.13B
1-Year Est. Return 17.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$23.8M
3
+$15.9M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.79M
5
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$5.3M

Top Sells

1
+$42M
2
+$7.47M
3
+$5.99M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.04M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.98M

Sector Composition

1 Technology 8.52%
2 Financials 4.07%
3 Healthcare 2.91%
4 Industrials 2.85%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$346K 0.03%
+2,890
227
$345K 0.03%
1,680
-240
228
$345K 0.03%
+2,119
229
$339K 0.03%
1,155
-37
230
$338K 0.03%
1,375
-342
231
$337K 0.03%
1,043
+51
232
$336K 0.03%
13,223
+298
233
$327K 0.03%
423
+70
234
$326K 0.03%
395
+5
235
$325K 0.03%
2,837
+875
236
$325K 0.03%
6,028
+110
237
$321K 0.03%
460
-7
238
$318K 0.03%
10,731
+3,137
239
$316K 0.03%
3,296
-94
240
$312K 0.03%
6,577
+89
241
$312K 0.03%
6,167
+107
242
$304K 0.03%
3,016
+84
243
$303K 0.03%
2,657
+118
244
$302K 0.03%
158
-9
245
$298K 0.03%
3,780
-1,143
246
$296K 0.03%
2,080
+97
247
$294K 0.02%
+10,395
248
$293K 0.02%
1,809
-35
249
$287K 0.02%
680
+20
250
$284K 0.02%
4,262
-39
8 9
10
11 12