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
$227M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$330K
2 +$275K
3 +$273K
4
ADBE icon
Adobe
ADBE
+$232K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$227K

Sector Composition

1 Technology 18.09%
2 Healthcare 12.26%
3 Consumer Staples 10.33%
4 Consumer Discretionary 6.8%
5 Financials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$218K 0.1%
301
177
$202K 0.09%
+2,765
178
$201K 0.09%
+2,694
179
$97.5K 0.04%
43,121
+5,000
180
$70.7K 0.03%
743
181
$55.9K 0.02%
11,086
182
-1,277
183
-6,405
184
-2,240