AB
Atlas Brown Portfolio holdings
AUM
$311M
1-Year Return
18.76%
This Quarter Return
-3.07%
1 Year Return
+18.76%
3 Year Return
+77.05%
5 Year Return
+134.62%
10 Year Return
+269.41%
AUM
$245M
AUM Growth
-$12.9M
(-5%)
Cap. Flow
+$320K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
25.92%
Holding
197
New
3
Increased
89
Reduced
61
Closed
10
Top Buys
| 1 |
Microsoft
MSFT
|
$464K |
| 2 |
Shell
SHEL
|
$263K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$243K |
| 4 |
Intel
INTC
|
$213K |
| 5 |
Medtronic
MDT
|
$213K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$529K |
| 2 |
iShares Russell 1000 ETF
IWB
|
$300K |
| 3 |
PayPal
PYPL
|
$284K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$271K |
| 5 |
IAC Inc
IAC
|
$245K |
Sector Composition
| 1 | Technology | 15.8% |
| 2 | Healthcare | 13.56% |
| 3 | Consumer Staples | 10.22% |
| 4 | Financials | 6.73% |
| 5 | Consumer Discretionary | 6.35% |
