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
$1.18B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$23.8M
3
+$15.9M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.79M
5
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$5.3M

Top Sells

1
+$42M
2
+$7.47M
3
+$5.99M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.04M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.98M

Sector Composition

1 Technology 8.52%
2 Financials 4.07%
3 Healthcare 2.91%
4 Industrials 2.85%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 0.53%
33,910
+24,163
27
$6.25M 0.53%
30,468
-280
28
$6.24M 0.53%
33,630
+807
29
$6.14M 0.52%
6,633
-123
30
$5.9M 0.5%
10,377
+207
31
$5.85M 0.49%
5,421
-389
32
$5.83M 0.49%
17,084
-353
33
$5.74M 0.49%
23,624
-1,127
34
$5.57M 0.47%
62,201
-1,703
35
$5.51M 0.47%
23,786
-104
36
$5.3M 0.45%
+105,498
37
$5.23M 0.44%
44,692
-36,300
38
$5.23M 0.44%
15,927
+281
39
$4.87M 0.41%
6,385
+263
40
$4.7M 0.4%
98,698
+613
41
$4.65M 0.39%
63,852
+676
42
$4.57M 0.39%
72,035
-3,610
43
$4.48M 0.38%
11,054
-107
44
$4.47M 0.38%
42,734
+823
45
$4.37M 0.37%
137,062
+4,093
46
$4.27M 0.36%
+55,800
47
$4.23M 0.36%
5,755
-613
48
$4.21M 0.36%
9,965
-145
49
$4.2M 0.35%
43,970
-838
50
$4.15M 0.35%
29,626
-281
1
2
3 4 5