FAT

First American Trust Portfolio holdings

AUM $1.25B
1-Year Est. Return 19.26%
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$2.55M
3 +$2.25M
4
HCA icon
HCA Healthcare
HCA
+$1.89M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$998K

Top Sells

1 +$2.2M
2 +$2.08M
3 +$1.84M
4
GILD icon
Gilead Sciences
GILD
+$1.07M
5
SLB icon
SLB Ltd
SLB
+$1.05M

Sector Composition

1 Financials 16.13%
2 Technology 14.65%
3 Healthcare 13.59%
4 Communication Services 10.68%
5 Energy 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.08%
+3,646
102
$203K 0.08%
+2,831
103
$152K 0.06%
22,445