AT

American Trust Portfolio holdings

AUM $1.06B
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
-$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$5.7M
3 +$3.49M
4
DHI icon
D.R. Horton
DHI
+$3.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.47M

Sector Composition

1 Technology 7.51%
2 Healthcare 3.69%
3 Financials 3.6%
4 Industrials 3.18%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$600K 0.05%
+571
127
$598K 0.05%
+11,403
128
$592K 0.05%
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129
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130
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8,147
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131
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133
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2,898
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134
$529K 0.04%
11,614
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135
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136
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137
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144
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145
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146
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3,813
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148
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436
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149
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6,355
150
$387K 0.03%
4,527
-290