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
$186M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.99M
3
+$2.9M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.88M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.47M

Top Sells

1
+$248K
2
+$246K
3
+$217K
4
JPM icon
JPMorgan Chase
JPM
+$217K
5
PG icon
Procter & Gamble
PG
+$202K

Sector Composition

1 Consumer Staples 62.97%
2 Healthcare 6%
3 Technology 4.43%
4 Energy 4.29%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.23%
3,850
+150
52
$428K 0.23%
17,100
53
$419K 0.23%
3,200
54
$419K 0.23%
4,332
55
$417K 0.22%
8,032
56
$415K 0.22%
15,677
+3,141
57
$382K 0.21%
+9,285
58
$379K 0.2%
5,424
59
$358K 0.19%
4,530
-130
60
$357K 0.19%
3,243
61
$351K 0.19%
3,740
62
$351K 0.19%
4,550
63
$347K 0.19%
12,487
-682
64
$346K 0.19%
14,492
65
$345K 0.19%
6,931
+775
66
$343K 0.18%
3,162
-1,007
67
$336K 0.18%
6,198
+499
68
$322K 0.17%
+4,357
69
$317K 0.17%
2,836
+436
70
$314K 0.17%
4,748
-3,285
71
$311K 0.17%
3,825
-150
72
$298K 0.16%
3,056
-596
73
$290K 0.16%
4,000
74
$288K 0.16%
5,916
75
$252K 0.14%
9,873
1 2
3
4