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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
201
$415K 0.04%
9,698
+4,103
202
$411K 0.03%
1,460
203
$410K 0.03%
1,497
-138
204
$409K 0.03%
4,457
-434
205
$407K 0.03%
2,276
-48
206
$400K 0.03%
2,432
+165
207
$397K 0.03%
6,450
+215
208
$397K 0.03%
9,360
-6
209
$395K 0.03%
1,818
+306
210
$389K 0.03%
2,580
-144
211
$381K 0.03%
5,050
-800
212
$377K 0.03%
3,412
+117
213
$375K 0.03%
1,632
+61
214
$375K 0.03%
+6,520
215
$370K 0.03%
+16,684
216
$368K 0.03%
+8,383
217
$368K 0.03%
1,795
218
$360K 0.03%
1,227
219
$360K 0.03%
4,292
+1,430
220
$360K 0.03%
2,966
+258
221
$358K 0.03%
1,202
+93
222
$357K 0.03%
8,809
+192
223
$356K 0.03%
1,416
+507
224
$356K 0.03%
+2,583
225
$347K 0.03%
1,487
-158
7 8
9
10 11