AB
Atlas Brown Portfolio holdings
AUM
$311M
1-Year Return
18.76%
This Quarter Return
+12.8%
1 Year Return
+18.76%
3 Year Return
+77.05%
5 Year Return
+134.62%
10 Year Return
+269.41%
AUM
$141M
AUM Growth
+$11.5M
(+8.9%)
Cap. Flow
-$4.26M
Cap. Flow
% of AUM
-3.01%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
151
New
11
Increased
38
Reduced
79
Closed
4
Top Buys
| 1 |
Stock Yards Bancorp
SYBT
|
$526K |
| 2 |
Visa
V
|
$401K |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$280K |
| 4 |
Humana
HUM
|
$280K |
| 5 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$264K |
Top Sells
| 1 |
Papa John's
PZZA
|
$2.41M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$435K |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$346K |
| 4 |
Home Depot
HD
|
$318K |
| 5 |
AGN
Allergan plc
AGN
|
$303K |
Sector Composition
| 1 | Healthcare | 13.97% |
| 2 | Technology | 10.49% |
| 3 | Consumer Staples | 9.93% |
| 4 | Consumer Discretionary | 9.81% |
| 5 | Energy | 6.42% |