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
$114M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$378K
2 +$370K
3 +$263K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$231K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$220K

Top Sells

1 +$13.7M
2 +$3.62M
3 +$293K
4
EMR icon
Emerson Electric
EMR
+$206K
5
AAPL icon
Apple
AAPL
+$194K

Sector Composition

1 Healthcare 12.94%
2 Technology 11.1%
3 Consumer Staples 10.93%
4 Energy 8.45%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,304
127
-3,449