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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
76
$2.42M 0.2%
6,989
-101
77
$2.3M 0.19%
13,778
-296
78
$2.25M 0.19%
30,319
+13,597
79
$2.22M 0.19%
43,776
+32,695
80
$2.12M 0.18%
32,094
+855
81
$2.11M 0.18%
14,812
-3,878
82
$2.07M 0.18%
65,961
-308
83
$2.05M 0.17%
29,443
-773
84
$2.04M 0.17%
10,044
-3,544
85
$2.03M 0.17%
21,760
+768
86
$1.98M 0.17%
3,967
-57
87
$1.97M 0.17%
13,525
-4,146
88
$1.93M 0.16%
25,125
-12
89
$1.81M 0.15%
3,729
-11
90
$1.73M 0.15%
59,318
+6,460
91
$1.71M 0.14%
30,031
-61
92
$1.65M 0.14%
6,763
-1,079
93
$1.65M 0.14%
12,684
-13
94
$1.64M 0.14%
11,630
+3,264
95
$1.6M 0.14%
17,319
+93
96
$1.59M 0.13%
3,170
+75
97
$1.58M 0.13%
+16,370
98
$1.56M 0.13%
19,430
-547,025
99
$1.44M 0.12%
11,029
+358
100
$1.41M 0.12%
10,111
-1,282
2 3
4
5 6