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Home > Institutional Investor > American Trust > Profile

Instuitional Investor - American Trust

Fund Profile
Filing Period:
Fund Name: American Trust
Portfolio Value $405,642,047
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 764,679 $44,619,020 11%
2.
Ishares Core Dividend Growth
 635,152 $39,239,691 9.67%
3.
Jpmorgan Active Growth Etf
 427,150 $31,519,399 7.77%
4.
Vanguard Small Cap Etf
 125,543 $27,839,160 6.86%
5.
Microsoft Corp
 MSFT 35,301 $13,251,642 3.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)