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
$285M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$305K
3
+$277K
4
MDT icon
Medtronic
MDT
+$214K
5
MTBA icon
Simplify MBS ETF
MTBA
+$211K

Top Sells

1
+$222K
2
+$218K
3
+$208K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$206K
5
PEP icon
PepsiCo
PEP
+$176K

Sector Composition

1 Technology 20.46%
2 Healthcare 9.98%
3 Consumer Staples 8.22%
4 Financials 7.93%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.56%
1,918
+15
52
$1.56M 0.55%
11,184
+26
53
$1.52M 0.53%
11,485
+41
54
$1.52M 0.53%
15,929
-189
55
$1.48M 0.52%
21,601
-641
56
$1.46M 0.51%
20,383
-641
57
$1.44M 0.5%
15,995
-286
58
$1.39M 0.49%
27,140
-269
59
$1.38M 0.48%
22,700
-931
60
$1.36M 0.48%
5,776
+21
61
$1.35M 0.47%
21,887
+117
62
$1.34M 0.47%
15,711
-554
63
$1.32M 0.46%
10,793
+34
64
$1.28M 0.45%
15,898
+25
65
$1.25M 0.44%
36,892
-446
66
$1.21M 0.42%
8,314
-65
67
$1.21M 0.42%
12,169
+5
68
$1.19M 0.42%
26,228
+1,626
69
$1.18M 0.41%
2,154
70
$1.15M 0.4%
4,272
+16
71
$1.13M 0.4%
3,248
+112
72
$1.1M 0.39%
6,450
-290
73
$1.09M 0.38%
32,136
-3,241
74
$1.02M 0.36%
27,717
-792
75
$1.01M 0.36%
10,605
-45
1 2
3
4 5