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
$160M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$784K
2
+$763K
3
+$702K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$697K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$689K

Top Sells

1
+$1.3M
2
+$1.07M
3
+$467K
4
CELG
Celgene Corp
CELG
+$413K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Healthcare 13.28%
2 Technology 11.17%
3 Consumer Staples 10.71%
4 Consumer Discretionary 7.52%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-602
152
– –
-950
153
– –
-19,437
154
– –
-4,155
3 4 5 6
7