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
$243M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$417K
2
+$277K
3
+$268K
4
CRM icon
Salesforce
CRM
+$246K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$166K

Top Sells

1
+$226K
2
+$89.4K
3
+$74.7K
4
INTC icon
Intel
INTC
+$73.3K
5
XOM icon
Exxon Mobil
XOM
+$62.5K

Sector Composition

1 Consumer Staples 56.63%
2 Consumer Discretionary 8.11%
3 Healthcare 5.49%
4 Technology 4.61%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$677K 0.28%
5,259
+196
52
$674K 0.28%
14,490
-1,606
53
$667K 0.27%
5,203
+166
54
$659K 0.27%
19,119
+2,086
55
$647K 0.27%
15,460
56
$646K 0.27%
8,171
+204
57
$641K 0.26%
19,312
-530
58
$610K 0.25%
6,776
-99
59
$587K 0.24%
6,040
-174
60
$573K 0.24%
11,988
-68
61
$563K 0.23%
7,164
62
$534K 0.22%
3,369
63
$523K 0.22%
8,779
+390
64
$484K 0.2%
3,175
65
$477K 0.2%
4,915
66
$472K 0.19%
39,071
-647
67
$468K 0.19%
11,830
68
$466K 0.19%
2,800
69
$463K 0.19%
10,790
+1
70
$460K 0.19%
3,835
-100
71
$458K 0.19%
11,780
-180
72
$454K 0.19%
10,455
73
$452K 0.19%
8,383
-31
74
$448K 0.18%
4,285
75
$447K 0.18%
14,608
+400
1 2
3
4 5