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
$169M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$448K
2 +$370K
3 +$218K
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$215K
5
NSC icon
Norfolk Southern
NSC
+$207K

Top Sells

1 +$462K
2 +$414K
3 +$322K
4
IYF icon
iShares US Financials ETF
IYF
+$248K
5
NVDA icon
NVIDIA
NVDA
+$230K

Sector Composition

1 Technology 14.84%
2 Healthcare 13.58%
3 Consumer Staples 11.61%
4 Consumer Discretionary 7.41%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,620
152
-2,670
153
-4,508
154
-14,376
155
-8,007