AT

American Trust Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$42.8M
3
+$9.67M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$6.48M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.11M

Top Sells

1
+$151M
2
+$70.7M
3
+$31.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$22.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$11.5M

Sector Composition

1 Technology 5.64%
2 Financials 5.04%
3 Healthcare 4.84%
4 Industrials 4.16%
5 Consumer Discretionary 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
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