AT

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
$1.35B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$13.8M
3
+$11.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.41M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.91M

Top Sells

1
+$22.5M
2
+$15.7M
3
+$15M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$12M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$5.42M

Sector Composition

1 Utilities 6.27%
2 Technology 5%
3 Financials 3.69%
4 Healthcare 3.2%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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