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
$279M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$657K
2
+$589K
3
+$423K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$396K
5
BP icon
BP
BP
+$299K

Top Sells

1
+$1.4M
2
+$789K
3
+$750K
4
AAPL icon
Apple
AAPL
+$495K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$486K

Sector Composition

1 Technology 21.95%
2 Healthcare 9.89%
3 Consumer Staples 8.46%
4 Financials 6.76%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.55%
16,375
-374
52
$1.48M 0.53%
5,817
-528
53
$1.42M 0.51%
20,972
+138
54
$1.41M 0.51%
8,871
-2,113
55
$1.39M 0.5%
23,625
+43
56
$1.37M 0.49%
16,941
+1,511
57
$1.37M 0.49%
71,779
-17,536
58
$1.37M 0.49%
5,220
-161
59
$1.27M 0.46%
1,889
+9
60
$1.27M 0.45%
26,724
+371
61
$1.26M 0.45%
5,586
+303
62
$1.24M 0.45%
12,367
-459
63
$1.23M 0.44%
31,369
-285
64
$1.22M 0.44%
39,510
-3,356
65
$1.2M 0.43%
13,666
-5,520
66
$1.2M 0.43%
6,945
+21
67
$1.16M 0.42%
12,449
-945
68
$1.15M 0.41%
15,683
-418
69
$1.13M 0.41%
11,269
-538
70
$1.13M 0.4%
7,609
-4
71
$1.1M 0.4%
26,756
-6,328
72
$1.04M 0.37%
21,925
-70
73
$1.02M 0.37%
81,719
-1,680
74
$1.02M 0.37%
4,415
+10
75
$946K 0.34%
3,992
+2
1 2
3
4 5