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
$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
176
$513K 0.04%
1,705
+839
177
$508K 0.04%
3,055
+585
178
$506K 0.04%
4,584
+167
179
$505K 0.04%
5,998
-936
180
$498K 0.04%
18,494
-68
181
$496K 0.04%
623
+135
182
$482K 0.04%
6,880
183
$477K 0.04%
2,374
+1,192
184
$476K 0.04%
4,767
+1,169
185
$473K 0.04%
2,431
-6,556
186
$468K 0.04%
5,645
+1,592
187
$467K 0.04%
4,198
-299
188
$463K 0.04%
+4,496
189
$453K 0.04%
3,504
-94
190
$449K 0.04%
2,079
+53
191
$445K 0.04%
+8,931
192
$441K 0.04%
1,956
-236
193
$439K 0.04%
5,400
-1,231
194
$439K 0.04%
3,929
+277
195
$438K 0.04%
10,542
+131
196
$436K 0.04%
+5,370
197
$433K 0.04%
17,191
198
$429K 0.04%
8,031
+908
199
$429K 0.04%
1,392
200
$424K 0.04%
2,670
+770
6 7
8
9 10