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
176
$264K 0.09%
10,456
177
$263K 0.09%
1,164
-68
178
$261K 0.09%
452
179
$259K 0.09%
+2,080
180
$257K 0.09%
12,946
+41
181
$249K 0.09%
+1,466
182
$245K 0.09%
+5,958
183
$239K 0.09%
764
+11
184
$238K 0.09%
3,000
185
$235K 0.08%
3,430
+10
186
$232K 0.08%
2,389
+15
187
$230K 0.08%
4,338
-306
188
$227K 0.08%
+345
189
$223K 0.08%
411
+4
190
$222K 0.08%
6,641
+19
191
$217K 0.08%
+1,899
192
$215K 0.08%
+429
193
$213K 0.08%
6,405
194
$213K 0.08%
+3,483
195
$207K 0.07%
+2,853
196
$207K 0.07%
+457
197
$207K 0.07%
1,274
+13
198
$205K 0.07%
5,609
+16
199
$203K 0.07%
2,501
+4
200
$202K 0.07%
4,457
-5
5 6 7
8
9