AB
Atlas Brown Portfolio holdings
AUM
$311M
This Quarter Return
+13.53%
1 Year Return
+18.76%
3 Year Return
+77.05%
5 Year Return
+134.62%
10 Year Return
+269.41%
AUM
$193M
AUM Growth
+$193M
(+14%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
5.77%
Top 10 Holdings %
Top 10 Hldgs %
25.5%
Holding
164
New
14
Increased
74
Reduced
39
Closed
3
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$2.69M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.03M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.43M |
| 4 |
NextEra Energy, Inc.
NEE
|
$712K |
| 5 |
Alibaba
BABA
|
$543K |
Top Sells
| 1 |
Papa John's
PZZA
|
$685K |
| 2 |
UN
Unilever NV New York Registry Shares
UN
|
$356K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$295K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$284K |
| 5 |
Andersons Inc
ANDE
|
$225K |
Sector Composition
| 1 | Technology | 14.19% |
| 2 | Healthcare | 12.77% |
| 3 | Consumer Staples | 11.12% |
| 4 | Consumer Discretionary | 7% |
| 5 | Communication Services | 6.78% |
