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Home > Institutional Investor > American Trust > Profile

Instuitional Investor - American Trust

Fund Profile
Filing Period:
Fund Name: American Trust
Portfolio Value $1,291,410,673
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500
 425,701 $167,172,883 12.94%
2.
Ishares Core Dividend Growth
 1,986,876 $98,409,974 7.62%
3.
Idacorp Inc
 IDA 828,208 $77,561,672 6%
4.
Vanguard Bond Index Funds
 BND 933,098 $67,071,066 5.19%
5.
Vanguard Mid Cap Etf
 286,648 $59,691,664 4.62%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)