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
$369M
AUM Growth
+$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$60.3M
2 +$26.3M
3 +$10.2M
4
KMI icon
Kinder Morgan
KMI
+$304K
5
VTV icon
Vanguard Value ETF
VTV
+$304K

Top Sells

1 +$392K
2 +$337K
3 +$228K
4
SYY icon
Sysco
SYY
+$204K
5
EMFM
Global X MSCI Next Emerging & Frontier ETF
EMFM
+$197K

Sector Composition

1 Consumer Staples 73.06%
2 Consumer Discretionary 3.84%
3 Healthcare 3.34%
4 Technology 2.68%
5 Energy 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$174K 0.05%
+3,536
102
$164K 0.04%
+1,138
103
$146K 0.04%
8,187
+1,387
104
-4,199
105
-7,669
106
-5,456
107
-5,385
108
-3,748