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
$231M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$487K
2 +$361K
3 +$354K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$280K
5
DIS icon
Walt Disney
DIS
+$254K

Top Sells

1 +$219K
2 +$147K
3 +$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$109K
5
WMT icon
Walmart
WMT
+$106K

Sector Composition

1 Technology 14.14%
2 Healthcare 12.53%
3 Consumer Staples 9.95%
4 Consumer Discretionary 7.01%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$202K 0.09%
978
-220
177
$201K 0.09%
+2,142
178
$60K 0.03%
10,000
179
$27K 0.01%
933