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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
101
$1.41M 0.12%
11,730
-3,790
102
$1.33M 0.11%
1,376
+61
103
$1.32M 0.11%
1,383
+40
104
$1.28M 0.11%
9,571
-194
105
$1.27M 0.11%
10,512
-854
106
$1.24M 0.1%
1,940
+284
107
$1.23M 0.1%
2,759
+85
108
$1.22M 0.1%
3,458
+439
109
$1.2M 0.1%
3,380
-767
110
$1.2M 0.1%
+28,489
111
$1.19M 0.1%
11,568
-26
112
$1.18M 0.1%
13,279
-609
113
$1.16M 0.1%
24,257
+698
114
$1.15M 0.1%
42,277
+24,693
115
$1.13M 0.1%
8,380
+125
116
$1.12M 0.09%
3,488
+126
117
$1.1M 0.09%
6,305
+715
118
$1.1M 0.09%
3,692
+242
119
$1.1M 0.09%
14,315
+191
120
$1.08M 0.09%
12,399
+319
121
$1.08M 0.09%
2,223
+22
122
$1.06M 0.09%
4,301
-83
123
$1.04M 0.09%
+39,365
124
$1.03M 0.09%
8,694
-102
125
$1.01M 0.09%
+12,130
3 4
5
6 7