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
$270M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$2.09M
3 +$2.04M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.25M
5
AMAT icon
Applied Materials
AMAT
+$922K

Top Sells

1 +$2.51M
2 +$2.48M
3 +$1.96M
4
AAPL icon
Apple
AAPL
+$1.54M
5
DD
Du Pont De Nemours E I
DD
+$1.49M

Sector Composition

1 Healthcare 16.95%
2 Financials 13.73%
3 Technology 11.73%
4 Communication Services 10.85%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,703