AB
Atlas Brown Portfolio holdings
AUM
$311M
This Quarter Return
-0.58%
1 Year Return
+18.76%
3 Year Return
+77.05%
5 Year Return
+134.62%
10 Year Return
+269.41%
AUM
$230M
AUM Growth
+$230M
(-0.55%)
Cap. Flow
-$2.32M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
183
New
4
Increased
78
Reduced
59
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.03M |
| 2 |
Cohen & Steers Infrastructure Fund
UTF
|
$399K |
| 3 |
Reaves Utility Income Fund
UTG
|
$391K |
| 4 |
Citigroup
C
|
$388K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$260K |
Top Sells
| 1 |
GE Aerospace
GE
|
$6M |
| 2 |
Alibaba
BABA
|
$963K |
| 3 |
Sanofi
SNY
|
$272K |
| 4 |
Papa John's
PZZA
|
$260K |
| 5 |
CSX Corp
CSX
|
$211K |
Sector Composition
| 1 | Technology | 14.49% |
| 2 | Healthcare | 12.4% |
| 3 | Consumer Staples | 9.83% |
| 4 | Communication Services | 7.04% |
| 5 | Consumer Discretionary | 6.65% |
