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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
51
$4.13M 0.35%
30,850
-312
52
$4.06M 0.34%
107,456
-23,854
53
$3.95M 0.33%
8,631
-177
54
$3.74M 0.32%
26,638
+534
55
$3.57M 0.3%
9,665
-171
56
$3.57M 0.3%
18,005
-373
57
$3.55M 0.3%
62,103
+1,706
58
$3.49M 0.3%
31,162
+295
59
$3.46M 0.29%
45,871
-656
60
$3.36M 0.28%
13,635
-186
61
$3.36M 0.28%
10,182
+579
62
$3.21M 0.27%
4,231
-86
63
$3.19M 0.27%
15,852
-286
64
$3.07M 0.26%
2,629
-62
65
$3.05M 0.26%
17,660
-619
66
$2.99M 0.25%
16,271
-300
67
$2.96M 0.25%
23,335
-1,229
68
$2.88M 0.24%
16,999
-128
69
$2.81M 0.24%
18,284
-176
70
$2.71M 0.23%
84,817
-1,004
71
$2.68M 0.23%
5,533
-130
72
$2.68M 0.23%
25,936
-432
73
$2.54M 0.21%
17,342
-157
74
$2.51M 0.21%
10,558
-209
75
$2.46M 0.21%
42,838
+346
1 2
3
4 5