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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
301
$214K 0.02%
+501
302
$213K 0.02%
+3,112
303
$212K 0.02%
+3,140
304
$212K 0.02%
+3,172
305
$212K 0.02%
+1,906
306
$211K 0.02%
+1,041
307
$210K 0.02%
443
-6
308
$209K 0.02%
2,479
+49
309
$209K 0.02%
+674
310
$209K 0.02%
+1,467
311
$208K 0.02%
4,087
+98
312
$208K 0.02%
+611
313
$206K 0.02%
+6,163
314
$206K 0.02%
666
-93
315
$204K 0.02%
+3,093
316
$204K 0.02%
+3,079
317
$202K 0.02%
+1,629
318
$201K 0.02%
+1,042
319
$194K 0.02%
16,225
+4,953
320
$173K 0.01%
13,304
-3,582
321
$168K 0.01%
15,476
+5,052
322
$155K 0.01%
11,590
323
$147K 0.01%
36,016
+2,308
324
$107K 0.01%
14,491
-2,055
325
$85.2K 0.01%
+11,051
11 12
13
14 15