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
$145M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$237K
3
+$205K
4
CHDN icon
Churchill Downs
CHDN
+$204K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$202K

Top Sells

1
+$467K
2
+$222K
3
+$204K
4
DD icon
DuPont de Nemours
DD
+$121K
5
ORCL icon
Oracle
ORCL
+$115K

Sector Composition

1 Healthcare 13.62%
2 Consumer Staples 10.51%
3 Technology 10.27%
4 Consumer Discretionary 8.84%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$884K 0.61%
16,157
+1,025
52
$867K 0.6%
3,282
-8
53
$860K 0.59%
20,345
+2,283
54
$859K 0.59%
15,375
+1
55
$850K 0.59%
4,404
-57
56
$839K 0.58%
18,640
+532
57
$813K 0.56%
14,235
+446
58
$806K 0.56%
9,129
+66
59
$774K 0.53%
5,640
+1
60
$730K 0.5%
17,016
+1,423
61
$710K 0.49%
172,920
+3,840
62
$704K 0.49%
11,556
+435
63
$696K 0.48%
18,900
+762
64
$673K 0.47%
4,463
-11
65
$657K 0.45%
18,893
+1,233
66
$653K 0.45%
1,793
-132
67
$650K 0.45%
12,696
+2,448
68
$650K 0.45%
3,300
69
$633K 0.44%
11,720
+460
70
$619K 0.43%
10,865
-2,014
71
$596K 0.41%
3,523
72
$589K 0.41%
19,712
+123
73
$574K 0.4%
10,972
+34
74
$566K 0.39%
15,654
+111
75
$565K 0.39%
10,777
+5
1 2
3
4 5