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
$140M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$228K
2 +$220K
3 +$219K
4
NVDA icon
NVIDIA
NVDA
+$61.3K
5
BA icon
Boeing
BA
+$53.2K

Top Sells

1 +$2.31M
2 +$822K
3 +$361K
4
AAPL icon
Apple
AAPL
+$305K
5
MSFT icon
Microsoft
MSFT
+$304K

Sector Composition

1 Healthcare 12.68%
2 Consumer Staples 11.38%
3 Technology 10.4%
4 Consumer Discretionary 8.47%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,245
152
-3,159
153
-3,453