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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
$1.19B
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$5.54M
3
+$3.88M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.84M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.27M

Top Sells

1
+$11.9M
2
+$9.11M
3
+$6.71M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.34M

Sector Composition

1 Technology 4.9%
2 Healthcare 4.03%
3 Financials 3.99%
4 Industrials 3.2%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$127K 0.01%
12,630
-500
402
$127K 0.01%
14,178
-251
403
$119K 0.01%
12,758
+968
404
$118K 0.01%
+12,100
405
$116K 0.01%
13,244
+2,052
406
$108K 0.01%
14,887
-263
407
$104K 0.01%
+21,307
408
$102K 0.01%
16,754
-297
409
$84K 0.01%
449
-8
410
$81K 0.01%
+10,908
411
$64K 0.01%
781
-14
412
$48K ﹤0.01%
2,306
413
$11K ﹤0.01%
1,164
-21
414
– –
-3,665
415
– –
-4,150
416
– –
-5,399
417
– –
-3,550
418
– –
-11,249
419
– –
-1,483
420
– –
-6,462
421
– –
-1,564
422
– –
-3,300
423
– –
-2,952
424
– –
-5,729
425
– –
-11,642
15 16
17
18 19