AMERICAN TRUST Overview
American Trust Investment Advisors Llc is an investment advisor that manages 181 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/05 to 06/30/21. The fund's latest filing disclosed 160MM in positions, representing 88% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/05 to 06/30/21. The fund's latest filing disclosed 160MM in positions, representing 88% of the manager's regulatory AUM.
AMERICAN TRUST StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERICAN TRUST Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.46% | Tech | 1.22% | 0.52% | 0 | 47% | ||
| BRK.B | 6.1% | Financials | -2.2% | 0.01% | 0 | 34% | ||
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FEATURED IN
AMERICAN TRUST Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul H. Collins | President | July-2001 |
| Stephanie N. Brill | Chief Compliance Officer | February-2006 |
| Andrew C. Callaghan | Chief Investment Officer | August-2006 |
AMERICAN TRUST Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AMERICAN TRUST Investment Strategy
AMERICAN TRUST Portfolio Concentration
AMERICAN TRUST Location
ONE COURT STREET
LEBANON, New Hampshire
UNITED STATES, 03766-1358
LEBANON, New Hampshire
UNITED STATES, 03766-1358
AMERICAN TRUST Contact Information
Phone Number: 603-448-6415
Fax Number: 603-448-4569
Website: http://www.amertrust.com
Fax Number: 603-448-4569
Website: http://www.amertrust.com
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