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Home > Institutional Investor > First American Trust Co > Profile

Instuitional Investor - First American Trust Co

Fund Profile
Filing Period:
Fund Name: First American Trust Co
Portfolio Value $808,009,729
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 108,190 $40,683,223 5.03%
2.
Apple Inc.
 AAPL 198,779 $38,271,155 4.73%
3.
Alphabet Inc.
 GOOG 199,764 $27,905,074 3.45%
4.
Alps Etf Trust
 568,681 $24,180,309 2.99%
5.
Amazon Com Inc
 AMZN 154,745 $23,511,685 2.9%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)