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
$1.44B
AUM Growth
+$45.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.36M
3
+$4.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.66M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.41M

Top Sells

1
+$54.5M
2
+$9.52M
3
+$9.42M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$6.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.76M

Sector Composition

1 Technology 5.18%
2 Financials 3.64%
3 Healthcare 3.3%
4 Industrials 3.05%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$334K 0.02%
1,110
-30
277
$333K 0.02%
7,278
278
$333K 0.02%
7,729
-468
279
$332K 0.02%
12,497
280
$331K 0.02%
2,724
-289
281
$330K 0.02%
1,840
-90
282
$329K 0.02%
4,068
-366
283
$328K 0.02%
23,528
-4,315
284
$328K 0.02%
2,086
+427
285
$323K 0.02%
6,855
-2,393
286
$323K 0.02%
+2,944
287
$323K 0.02%
2,296
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288
$322K 0.02%
1,474
+295
289
$319K 0.02%
13,840
+60
290
$318K 0.02%
909
-31
291
$318K 0.02%
9,622
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292
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6,155
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293
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980
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294
$316K 0.02%
14,280
-1,497
295
$316K 0.02%
1,041
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296
$314K 0.02%
3,345
-682
297
$314K 0.02%
3,278
-190
298
$313K 0.02%
7,908
-86
299
$311K 0.02%
3,248
-596
300
$309K 0.02%
241
-112
10 11
12
13 14