AT
American Trust Portfolio holdings
AUM
$406M
This Quarter Return
-4.07%
1 Year Return
+5.7%
3 Year Return
+17.82%
5 Year Return
–
10 Year Return
–
AUM
$1.29B
AUM Growth
+$1.29B
(-10%)
Cap. Flow
-$166M
Cap. Flow
% of AUM
-12.84%
Top 10 Holdings %
Top 10 Hldgs %
55.27%
Holding
435
New
17
Increased
69
Reduced
194
Closed
149
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$43.4M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$37.4M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$16.2M |
| 4 |
Idacorp
IDA
|
$9.37M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$7.1M |
Top Sells
Sector Composition
| 1 | Utilities | 6.27% |
| 2 | Technology | 4.8% |
| 3 | Financials | 3.51% |
| 4 | Healthcare | 3.16% |
| 5 | Industrials | 2.77% |
