Instuitional Investor - American Trust
Fund Profile
Filing Period:
| Fund Name: | American Trust |
| Portfolio Value | $1,297,377,746 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf | 283,744 | $194,878,431 | 15.02% | |
| 2. | BND | 1,214,066 | $93,118,844 | 7.18% | |
| 3. | Ishares Core Dividend Growth | 1,039,043 | $78,749,095 | 6.07% | |
| 4. | Vanguard Morningstar Growth Etf | 772,322 | $66,527,873 | 5.13% | |
| 5. | Jpmorgan Active Growth Etf | 616,315 | $60,762,445 | 4.68% |