JAZMINE MATAAFA
@First American Trust, Fsb
Latest period2024 - Q3ReportedManaged Assets$1.009BTotal holdings226
Assets growth rate1.1%Assets growth rate (2-Q avg)2.84%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in First American Trust, Fsb's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 226 positions.
Assets under management
The assets under management (AUM) of First American Trust, Fsb over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.009B in assets, with a quarterly growth rate of 1.1% and a 2-quarter average growth rate of 2.84%. The portfolio is managed by JAZMINE MATAAFA, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
LOWLowe's Cos Inc
| 0.03% | $202,730 749 shares@ $270.67 avg price | New Position |