AB
Atlas Brown Portfolio holdings
AUM
$311M
This Quarter Return
-12.42%
1 Year Return
+18.76%
3 Year Return
+77.05%
5 Year Return
+134.62%
10 Year Return
+269.41%
AUM
$212M
AUM Growth
+$212M
(-14%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
26.14%
Holding
192
New
5
Increased
79
Reduced
45
Closed
21
Top Buys
| 1 |
Amazon
AMZN
|
$2.75M |
| 2 |
Comcast
CMCSA
|
$408K |
| 3 |
Dow Inc
DOW
|
$254K |
| 4 |
Goldman Sachs
GS
|
$240K |
| 5 |
Ford
F
|
$219K |
Top Sells
| 1 |
Expedia Group
EXPE
|
$294K |
| 2 |
Freeport-McMoran
FCX
|
$275K |
| 3 |
Advanced Micro Devices
AMD
|
$261K |
| 4 |
CSX Corp
CSX
|
$247K |
| 5 |
Fidelity MSCI Financials Index ETF
FNCL
|
$242K |
Sector Composition
| 1 | Healthcare | 15.49% |
| 2 | Technology | 13.88% |
| 3 | Consumer Staples | 11.23% |
| 4 | Financials | 6.64% |
| 5 | Consumer Discretionary | 6.08% |
