AB
Atlas Brown Portfolio holdings
AUM
$311M
This Quarter Return
+6.59%
1 Year Return
+18.76%
3 Year Return
+77.05%
5 Year Return
+134.62%
10 Year Return
+269.41%
AUM
$211M
AUM Growth
+$211M
(+9.1%)
Cap. Flow
+$6.99M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
24.27%
Holding
172
New
11
Increased
90
Reduced
32
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$582K |
| 2 |
Tesla
TSLA
|
$278K |
| 3 |
Lowe's Companies
LOW
|
$261K |
| 4 |
Expedia Group
EXPE
|
$258K |
| 5 |
Ecolab
ECL
|
$257K |
Top Sells
| 1 |
PARA
Paramount Global Class B
PARA
|
$524K |
| 2 |
First Merchants
FRME
|
$309K |
| 3 |
Papa John's
PZZA
|
$204K |
| 4 |
Colgate-Palmolive
CL
|
$203K |
| 5 |
IBM
IBM
|
$146K |
Sector Composition
| 1 | Technology | 13.44% |
| 2 | Healthcare | 12.51% |
| 3 | Consumer Staples | 10% |
| 4 | Consumer Discretionary | 7% |
| 5 | Communication Services | 6.66% |
