American Trust Allegiance Fund

American Trust Allegiance Fund is a registered fund series of Advisors Series Trust (series S000000021). Net assets $24.4M as of 2023-05-31.

Profile

Advisers

Top holdings (39 reported)

Showing 15 of 39 holdings by value.

HoldingTickerValue% of fund
Berkshire Hathaway Inc$1.6M664.54%
Meta Platforms Inc$1.5M632.35%
Cheniere Energy Inc$920K376.18%
Lennar Corp$874K357.53%
Fidelity Government Portfolio$832K340.50%
Analog Devices Inc$814K332.88%
Constellation Energy Corp$792K323.94%
Fluor Corp$778K318.09%
Goldman Sachs Group Inc/The$730K298.75%
BWX Technologies Inc$724K296.07%
IBM$707K289.29%
Microsoft Corp$699K286.11%
Nintendo Co Ltd$690K282.43%
Apple Inc$663K271.15%
Iron Mountain Inc$656K268.43%

Net asset history

Report dateNet assets
2023-05-31$24.4M
2023-02-28$25.5M
2022-11-30$26.5M
2022-08-31$25.6M
2022-05-31$27.0M
2022-02-28$28.2M
2021-11-30$27.9M
2021-08-31$28.6M

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