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
$1.44B
AUM Growth
+$45.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$5.36M
3 +$4.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.66M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.41M

Top Sells

1 +$54.5M
2 +$9.52M
3 +$9.42M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$6.42M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.76M

Sector Composition

1 Technology 5.18%
2 Financials 3.64%
3 Healthcare 3.3%
4 Industrials 3.05%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$576K 0.04%
10,995
202
$575K 0.04%
213
+34
203
$574K 0.04%
18,904
204
$573K 0.04%
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205
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-247
206
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-200
207
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1,705
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208
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+8,902
209
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2,957
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210
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6,558
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211
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9,310
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212
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213
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26,622
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214
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2,789
-141
215
$510K 0.04%
17,779
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216
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218
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219
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5,511
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220
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3,178
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221
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685
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222
$494K 0.03%
11,926
223
$490K 0.03%
8,808
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224
$486K 0.03%
35,474
+139
225
$481K 0.03%
18,746
-88