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
$247M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$477K
3
+$407K
4
BF.B icon
Brown-Forman Class B
BF.B
+$335K
5
AGN
Allergan plc
AGN
+$266K

Top Sells

1
+$505K
2
+$461K
3
+$316K
4
CRM icon
Salesforce
CRM
+$248K
5
AMZN icon
Amazon
AMZN
+$243K

Sector Composition

1 Consumer Staples 59.03%
2 Consumer Discretionary 7.15%
3 Healthcare 5.48%
4 Energy 4.38%
5 Technology 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.17%
4,285
+120
77
$418K 0.17%
4,915
-170
78
$414K 0.17%
11,960
+300
79
$410K 0.17%
3,935
-290
80
$375K 0.15%
4,965
81
$367K 0.15%
6,426
+140
82
$361K 0.15%
7,758
-210
83
$360K 0.15%
3,200
84
$357K 0.14%
4,500
-110
85
$354K 0.14%
7,534
-500
86
$351K 0.14%
3,495
87
$341K 0.14%
3,909
+2
88
$340K 0.14%
4,480
-208
89
$335K 0.14%
6,255
90
$335K 0.14%
4,474
-99
91
$330K 0.13%
4,300
+1
92
$329K 0.13%
4,775
+1,102
93
$321K 0.13%
8,468
-235
94
$308K 0.12%
5,497
95
$306K 0.12%
6,031
-315
96
$302K 0.12%
2,949
-80
97
$297K 0.12%
10,368
-1,600
98
$292K 0.12%
2,800
-1,800
99
$290K 0.12%
3,588
-93
100
$287K 0.12%
2,184
-216
1 2 3
4
5