Instuitional Investor - American Trust
Fund Profile
Filing Period:
| Fund Name: | American Trust |
| Portfolio Value | $1,313,649,941 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 | 358,751 | $193,298,828 | 14.71% | |
| 2. | Ishares Core Dividend Growth | 1,409,258 | $86,443,886 | 6.58% | |
| 3. | BND | 926,492 | $69,236,710 | 5.27% | |
| 4. | Vanguard Mid Cap Index Etf | 218,969 | $57,836,355 | 4.4% | |
| 5. | Vanguard Small Cap Etf | 237,612 | $57,093,531 | 4.34% |
