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
$279M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$657K
2
+$589K
3
+$423K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$396K
5
BP icon
BP
BP
+$299K

Top Sells

1
+$1.4M
2
+$789K
3
+$750K
4
AAPL icon
Apple
AAPL
+$495K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$486K

Sector Composition

1 Technology 21.95%
2 Healthcare 9.89%
3 Consumer Staples 8.46%
4 Financials 6.76%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$361K 0.13%
4,643
+1,106
152
$351K 0.13%
12,126
-4,564
153
$349K 0.13%
4,842
154
$346K 0.12%
3,997
+34
155
$341K 0.12%
2,074
-320
156
$337K 0.12%
1,306
+6
157
$326K 0.12%
2,379
-247
158
$324K 0.12%
26,770
-4,823
159
$317K 0.11%
1,439
+6
160
$316K 0.11%
572
+5
161
$310K 0.11%
5,646
+8
162
$308K 0.11%
301
163
$306K 0.11%
3,491
164
$301K 0.11%
4,218
+5
165
$300K 0.11%
2,642
+9
166
$297K 0.11%
6,312
+5
167
$291K 0.1%
3,081
+10
168
$282K 0.1%
2,391
169
$280K 0.1%
504
+11
170
$277K 0.1%
4,895
+550
171
$270K 0.1%
5,777
+9
172
$268K 0.1%
2,027
+6
173
$267K 0.1%
1,356
+3
174
$267K 0.1%
3,391
+19
175
$266K 0.1%
2,114
+12
5 6
7
8 9