AT

American Trust Portfolio holdings

AUM $1.06B
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$45.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.36M
3
+$4.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.66M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.41M

Top Sells

1
+$54.5M
2
+$9.52M
3
+$9.42M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$6.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.76M

Sector Composition

1 Technology 5.18%
2 Financials 3.64%
3 Healthcare 3.3%
4 Industrials 3.05%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$238K 0.02%
3,214
+65
352
$238K 0.02%
5,106
+19
353
$238K 0.02%
3,985
-653
354
$237K 0.02%
3,051
-1,157
355
$236K 0.02%
4,345
+128
356
$236K 0.02%
+5,180
357
$236K 0.02%
+3,250
358
$236K 0.02%
9,129
-9,446
359
$236K 0.02%
1,723
-179
360
$234K 0.02%
9,167
-1,249
361
$234K 0.02%
+3,094
362
$232K 0.02%
5,853
-641
363
$231K 0.02%
11,066
-2,007
364
$231K 0.02%
7,527
-757
365
$230K 0.02%
3,520
+80
366
$230K 0.02%
+1,570
367
$230K 0.02%
+11,527
368
$228K 0.02%
6,762
-76
369
$228K 0.02%
5,484
370
$227K 0.02%
2,126
371
$226K 0.02%
5,195
372
$226K 0.02%
1,204
+12
373
$223K 0.02%
3,065
-371
374
$222K 0.02%
2,955
+62
375
$221K 0.02%
11,742
-484
13 14
15
16 17