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
76
$550K 0.38%
6,561
77
$525K 0.36%
6,061
-151
78
$523K 0.36%
8,036
79
$506K 0.35%
13,357
80
$505K 0.35%
9,131
+113
81
$504K 0.35%
6,420
+75
82
$501K 0.35%
2,881
+25
83
$499K 0.34%
2,319
84
$485K 0.34%
3,194
+26
85
$479K 0.33%
10,114
86
$472K 0.33%
5,846
+9
87
$454K 0.31%
4,530
88
$452K 0.31%
5,520
89
$448K 0.31%
8,783
+596
90
$446K 0.31%
2,567
91
$439K 0.3%
1,660
92
$436K 0.3%
3,679
+784
93
$433K 0.3%
8,000
94
$431K 0.3%
3,694
+7
95
$411K 0.28%
9,065
+1,402
96
$409K 0.28%
5,381
+76
97
$402K 0.28%
4,346
+90
98
$399K 0.28%
13,774
+174
99
$394K 0.27%
9,544
-600
100
$385K 0.27%
6,334
-200
2 3
4
5 6