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
$158M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$2.19M
2 +$441K
3 +$237K
4
HUM icon
Humana
HUM
+$191K
5
PGX icon
Invesco Preferred ETF
PGX
+$189K

Sector Composition

1 Technology 14.19%
2 Healthcare 14.08%
3 Consumer Staples 10.88%
4 Consumer Discretionary 7.04%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,339
152
-14,374
153
-10,000