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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
251
$280K 0.02%
1,317
+130
252
$277K 0.02%
+923
253
$272K 0.02%
1,123
-292
254
$272K 0.02%
1,730
+205
255
$271K 0.02%
2,472
-346
256
$270K 0.02%
1,743
+385
257
$270K 0.02%
+5,836
258
$266K 0.02%
1,643
259
$265K 0.02%
+3,131
260
$265K 0.02%
11,328
261
$261K 0.02%
4,503
-977
262
$260K 0.02%
1,676
-870
263
$259K 0.02%
520
-83
264
$259K 0.02%
2,324
+67
265
$259K 0.02%
22,334
+2,096
266
$258K 0.02%
4,111
-453
267
$258K 0.02%
540
-280
268
$258K 0.02%
964
-24
269
$256K 0.02%
2,655
+172
270
$255K 0.02%
3,843
+66
271
$253K 0.02%
5,631
-379
272
$250K 0.02%
11,360
-1,000
273
$248K 0.02%
+2,305
274
$248K 0.02%
+2,958
275
$246K 0.02%
+1,256
9 10
11
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