AT

American Trust Portfolio holdings

AUM $1.19B
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
+$30.2M
2
+$21.6M
3
+$15.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.35M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$7.36M

Top Sells

1
+$16.7M
2
+$9.13M
3
+$5.94M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.43M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.29M

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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