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
$143M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$242K
2 +$225K
3 +$105K
4
INTC icon
Intel
INTC
+$71.9K
5
CVX icon
Chevron
CVX
+$67K

Top Sells

1 +$1.31M
2 +$760K
3 +$759K
4
PG icon
Procter & Gamble
PG
+$446K
5
HD icon
Home Depot
HD
+$412K

Sector Composition

1 Consumer Staples 68.29%
2 Healthcare 7.47%
3 Technology 5.95%
4 Energy 5.6%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,440
77
-3,000