Portfolio (Quarterly)
Guide ↗
American Trust
· CIK 0001905128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | UTHR | UNITED THERAPEUTICS | Healthcare | 431 | $210K | 0.02% | SOLD |
| 42 | QUAL | ISHARES EDGE MSCI USA QUALITY F | — | 1,045 | $208K | 0.02% | SOLD |
| 43 | IYW | ISHARES DJ US TECHNOLOGY SECTOR | — | 1,033 | $206K | 0.02% | SOLD |
| 44 | ROK | ROCKWELL AUTOMATION INC | Industrials | 528 | $205K | 0.02% | SOLD |
| 45 | SFYF | SoFi Social 50 ETF | — | 1,450 | $202K | 0.02% | SOLD |
| 46 | BX | BLACKSTONE GROUP INC. | Financial Services | 1,307 | $201K | 0.02% | SOLD |
| 47 | PATH | UIPATH INC CL A | Technology | 11,590 | $190K | 0.02% | SOLD |
| 48 | ADT | ADT CORPORATION | Industrials | 15,037 | $121K | 0.01% | SOLD |
Sector Allocation
Financial Services
28.9%
Technology
24.8%
Healthcare
11.2%
Industrials
10.6%
Consumer Cyclical
8.0%
Consumer Defensive
6.1%
Communication Services
4.5%
Energy
3.6%
Utilities
1.5%
Basic Materials
1.0%