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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
126
$980K 0.08%
16,656
+88
127
$956K 0.08%
20,910
+1,108
128
$947K 0.08%
5,145
+90
129
$939K 0.08%
10,276
-638
130
$929K 0.08%
2,791
+18
131
$911K 0.08%
28,570
132
$893K 0.08%
7,921
+3,335
133
$890K 0.08%
967
+585
134
$889K 0.08%
4,303
+177
135
$866K 0.07%
8,638
+1,760
136
$774K 0.07%
14,599
+1,040
137
$767K 0.06%
4,594
-702
138
$754K 0.06%
16,280
-1,273
139
$753K 0.06%
26,981
-526
140
$748K 0.06%
1,096
+13
141
$745K 0.06%
3,450
-350
142
$742K 0.06%
1,033
-76
143
$726K 0.06%
3,832
+59
144
$701K 0.06%
30,115
+8,854
145
$671K 0.06%
2,453
+35
146
$669K 0.06%
2,371
+195
147
$669K 0.06%
2,201
148
$661K 0.06%
14,656
+636
149
$657K 0.06%
43,683
-111
150
$654K 0.06%
7,009
+177
4 5
6
7 8