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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$370K
3
+$218K
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$215K
5
NSC icon
Norfolk Southern
NSC
+$207K

Top Sells

1
+$462K
2
+$414K
3
+$322K
4
IYF icon
iShares US Financials ETF
IYF
+$248K
5
NVDA icon
NVIDIA
NVDA
+$230K

Sector Composition

1 Technology 14.84%
2 Healthcare 13.58%
3 Consumer Staples 11.61%
4 Consumer Discretionary 7.41%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.16%
27,250
+340
27
$1.95M 1.15%
55,909
+615
28
$1.92M 1.14%
16,289
-123
29
$1.89M 1.12%
22,973
-799
30
$1.76M 1.04%
5,237
+393
31
$1.65M 0.97%
16,233
-1,546
32
$1.62M 0.96%
30,752
+2,702
33
$1.59M 0.94%
26,676
-2,564
34
$1.56M 0.92%
35,409
-375
35
$1.53M 0.91%
44,681
-520
36
$1.47M 0.87%
26,468
37
$1.47M 0.87%
6,703
38
$1.44M 0.85%
4,061
+146
39
$1.4M 0.83%
20,351
40
$1.39M 0.82%
64,332
+151
41
$1.34M 0.79%
16,883
-198
42
$1.31M 0.77%
34,290
+1,906
43
$1.3M 0.77%
26,270
+408
44
$1.25M 0.74%
13,548
+2,121
45
$1.21M 0.72%
8,666
46
$1.2M 0.71%
15,424
-235
47
$1.15M 0.68%
4,392
+200
48
$1.15M 0.68%
15,620
+340
49
$1.11M 0.66%
5,232
-2
50
$1.11M 0.66%
9,105
-163
1
2
3 4 5