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
$145M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$272K
2 +$237K
3 +$205K
4
CHDN icon
Churchill Downs
CHDN
+$204K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$202K

Top Sells

1 +$467K
2 +$222K
3 +$204K
4
DD icon
DuPont de Nemours
DD
+$121K
5
ORCL icon
Oracle
ORCL
+$115K

Sector Composition

1 Healthcare 13.62%
2 Consumer Staples 10.51%
3 Technology 10.27%
4 Consumer Discretionary 8.84%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,400
152
-1,824
153
-3,068