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Home > Institutional Investor > American Trust Investment Advisors, Llc > Profile

Instuitional Investor - American Trust Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: American Trust Investment Advisors, Llc
Portfolio Value $192,445,920
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 34,871 $12,437,091 6.46%
2.
Apple Inc.
 AAPL 50,151 $9,655,578 5.01%
3.
Fluor Corp
 FLR 192,694 $7,547,824 3.92%
4.
Microsoft Corp
 MSFT 17,630 $6,629,585 3.44%
5.
International Business Machines Corp
 IBM 36,401 $5,953,384 3.09%
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)