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Home > Institutional Investor > American Trust > Profile

Instuitional Investor - American Trust

Fund Profile
Filing Period:
Fund Name: American Trust
Portfolio Value $1,183,832,483
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500
 310,609 $190,210,875 16.07%
2.
Vanguard Bond Index Funds
 BND 1,148,695 $89,701,579 7.58%
3.
Jpmorgan Active Growth Etf
 633,781 $59,416,912 5.02%
4.
Ishares Core Dividend Growth
 827,054 $56,305,814 4.76%
5.
Ishares Trust
 IEF 791,410 $51,647,444 4.36%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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