We are live on ! Find out more
AT

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
426
– –
-831
427
– –
-1,562
428
– –
-8,474
429
– –
-11,173
430
– –
-11,864
431
– –
-3,535
432
– –
-10,389
433
– –
-5,177
434
– –
-1,317
435
– –
-5,500
436
– –
-5,708
437
– –
-5,027
438
– –
-9,106
439
– –
-91,812
440
– –
-4,955
441
– –
-2,100
442
– –
-970
443
– –
-4,020
444
– –
-16,174
445
– –
-2,810
446
– –
-5,533
447
– –
-3,189
448
– –
-1,873
449
– –
-24,616
450
– –
-4,717
16 17
18
19 20