AB
Atlas Brown Portfolio holdings
AUM
$311M
This Quarter Return
+3.44%
1 Year Return
+18.76%
3 Year Return
+77.05%
5 Year Return
+134.62%
10 Year Return
+269.41%
AUM
$247M
AUM Growth
+$247M
(+3.3%)
Cap. Flow
+$591K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
69.53%
Holding
116
New
2
Increased
36
Reduced
60
Closed
3
Top Buys
| 1 |
Brown-Forman Class A
BF.A
|
$759K |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$477K |
| 3 |
BP
BP
|
$407K |
| 4 |
Brown-Forman Class B
BF.B
|
$335K |
| 5 |
AGN
Allergan plc
AGN
|
$266K |
Top Sells
| 1 |
Coca-Cola
KO
|
$505K |
| 2 |
American Airlines Group
AAL
|
$461K |
| 3 |
Exxon Mobil
XOM
|
$316K |
| 4 |
Salesforce
CRM
|
$248K |
| 5 |
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% |
