AB

Atlas Brown Portfolio holdings

AUM $338M
1-Year Est. Return 22.01%
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$53.8K
2
+$53K

Top Sells

1
+$132M
2
+$70.2M
3
+$6.21M
4
LNKD
LinkedIn Corporation
LNKD
+$4.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M

Sector Composition

1 Consumer Staples 67.16%
2 Healthcare 7.77%
3 Technology 5.81%
4 Energy 5.55%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$733K 0.55%
9,660
-1,469
27
$687K 0.51%
6,050
-1,287
28
$685K 0.51%
20,573
-8,525
29
$646K 0.48%
9,300
-150
30
$624K 0.47%
18,792
-8,492
31
$603K 0.45%
13,866
+1,237
32
$571K 0.43%
11,830
33
$550K 0.41%
8,521
-10,136
34
$540K 0.4%
7,001
-832
35
$511K 0.38%
7,653
-1,822
36
$511K 0.38%
5,704
-22
37
$501K 0.38%
4,719
-2,930
38
$493K 0.37%
6,802
-1,025
39
$484K 0.36%
8,033
-15,187
40
$458K 0.34%
5,127
41
$433K 0.32%
5,624
-3,860
42
$396K 0.3%
15,484
-2,406
43
$393K 0.29%
4,452
-3,423
44
$386K 0.29%
17,100
-384
45
$385K 0.29%
10,515
-12,239
46
$385K 0.29%
3,200
47
$377K 0.28%
10,800
48
$362K 0.27%
4,332
-304
49
$347K 0.26%
4,155
+635
50
$345K 0.26%
3,700
-1,000
1
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