AT

American Trust Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$21.8M
3
+$15.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.55M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$7.21M

Top Sells

1
+$16.2M
2
+$9.08M
3
+$5.99M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.34M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.17M

Sector Composition

1 Technology 7.14%
2 Financials 3.48%
3 Healthcare 2.95%
4 Industrials 2.67%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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335
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337
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340
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341
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342
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345
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346
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347
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