AT
American Trust Portfolio holdings
AUM
$1.06B
1-Year Est. Return
13.91%
1 Year Est. Return
+13.91%
AUM
$1.44B
AUM Growth
+$365M
(+34%)
Holding
503
Top Buys
| 1 | +$163M | |
| 2 | +$73.5M | |
| 3 | +$31.1M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$26.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$20.9M |
Top Sells
| 1 | +$21.3M | |
| 2 | +$15.6M | |
| 3 | +$7.73M | |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$5.69M |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$4.57M |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Healthcare | 3.33% |
| 3 | Financials | 3.28% |
| 4 | Industrials | 2.92% |
| 5 | Consumer Discretionary | 2.71% |