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 186MM in positions, representing 103% 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 186MM in positions, representing 103% of the manager's regulatory AUM.
AMERICAN TRUST StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
AMERICAN TRUST Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.45% | Tech | 5.91% | -0.01% | 0 | 0% | ||
| BRK.B | 5.78% | Financials | 2.26% | -0.25% | 0 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here