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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
276
$243K 0.02%
1,390
-234
277
$243K 0.02%
+861
278
$241K 0.02%
3,849
+17
279
$238K 0.02%
1,800
-218
280
$236K 0.02%
1,646
-320
281
$233K 0.02%
2,381
-100
282
$231K 0.02%
+2,607
283
$231K 0.02%
5,588
+718
284
$230K 0.02%
+3,140
285
$230K 0.02%
1,260
-400
286
$229K 0.02%
+2,122
287
$227K 0.02%
2,270
-150
288
$225K 0.02%
+2,221
289
$224K 0.02%
2,401
+65
290
$224K 0.02%
+1,553
291
$223K 0.02%
10,134
-616
292
$223K 0.02%
+1,307
293
$223K 0.02%
+797
294
$222K 0.02%
+1,132
295
$221K 0.02%
2,060
-319
296
$219K 0.02%
+3,595
297
$217K 0.02%
+4,451
298
$216K 0.02%
+695
299
$215K 0.02%
16,817
-2,022
300
$215K 0.02%
6,662
-151
10 11
12
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