We are live on ! Find out more
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
$406M
AUM Growth
-$908M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.55M
3
+$2.49M
4
TSCO icon
Tractor Supply
TSCO
+$1.58M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.06M

Top Sells

1
+$194M
2
+$69.2M
3
+$57.8M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$56M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$48.5M

Sector Composition

1 Technology 16.59%
2 Financials 9.04%
3 Healthcare 8.2%
4 Industrials 6.28%
5 Consumer Discretionary 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,725
127
– –
-1,323
128
– –
-22,087
129
– –
-27,294
130
– –
-8,437
131
– –
-40,129
132
– –
-90,873
133
– –
-9,307
134
– –
-34,290
135
– –
-5,793
136
– –
-43,226
137
– –
-10,340
138
– –
-2,414,240
139
– –
-10,236
140
– –
-2,626
141
– –
-3,134
142
– –
-13,093
143
– –
-3,298
144
– –
-11,300
145
– –
-2,140
146
– –
-5,144
147
– –
-1,508
148
– –
-15,418
149
– –
-41,364
150
– –
-9,917
4 5
6
7 8