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
$160M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$784K
2
+$763K
3
+$702K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$697K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$689K

Top Sells

1
+$1.3M
2
+$1.07M
3
+$467K
4
CELG
Celgene Corp
CELG
+$413K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Healthcare 13.28%
2 Technology 11.17%
3 Consumer Staples 10.71%
4 Consumer Discretionary 7.52%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$290K 0.18%
1,636
+6
127
$285K 0.18%
4,150
+600
128
$277K 0.17%
1,060
129
$275K 0.17%
4,736
-1,324
130
$267K 0.17%
1,396
+24
131
$266K 0.17%
2,620
+23
132
$263K 0.16%
3,820
+284
133
$255K 0.16%
3,914
+20
134
$251K 0.16%
1,400
135
$251K 0.16%
1,755
136
$247K 0.15%
5,614
+4
137
$244K 0.15%
649
138
$244K 0.15%
1,147
-323
139
$232K 0.15%
8,007
140
$224K 0.14%
2,670
141
$224K 0.14%
+7,727
142
$218K 0.14%
7,369
143
$216K 0.14%
14,374
144
$214K 0.13%
1,828
+1
145
$209K 0.13%
+1,534
146
$209K 0.13%
2,164
-80
147
$205K 0.13%
+2,790
148
$201K 0.13%
+3,427
149
$181K 0.11%
15,035
+35
150
$154K 0.1%
+16,527
3 4 5
6
7