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
$239M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$43.7M
2 +$15.5M
3 +$10.6M
4
AMZN icon
Amazon
AMZN
+$661K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$306K

Top Sells

1 +$1.7M
2 +$184K
3 +$102K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$94.9K
5
PG icon
Procter & Gamble
PG
+$93K

Sector Composition

1 Consumer Staples 59.91%
2 Consumer Discretionary 6.38%
3 Healthcare 5.11%
4 Technology 4.34%
5 Energy 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$295K 0.12%
3,681
102
$286K 0.12%
5,497
103
$282K 0.12%
8,703
104
$271K 0.11%
2,573
+202
105
$261K 0.11%
3,595
106
$254K 0.11%
7,416
-401
107
$248K 0.1%
3,353
108
$230K 0.1%
3,673
+270
109
$225K 0.09%
16,642
+5,100
110
$207K 0.09%
+1,002
111
$201K 0.08%
+5,260
112
$125K 0.05%
20,000
113
$90K 0.04%
550
114
$9K ﹤0.01%
+30,000
115
-83,202