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
$128M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$235K
2 +$226K
3 +$208K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$197K
5
NFLX icon
Netflix
NFLX
+$186K

Top Sells

1 +$1.06M
2 +$366K
3 +$307K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$298K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$295K

Sector Composition

1 Healthcare 14.48%
2 Technology 12.74%
3 Consumer Staples 11.67%
4 Consumer Discretionary 7.33%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,914
152
-2,781
153
-2,790