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
$275M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$881K
2 +$597K
3 +$498K
4
AAPL icon
Apple
AAPL
+$474K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$436K

Top Sells

1 +$1.08M
2 +$647K
3 +$309K
4
C icon
Citigroup
C
+$256K
5
QCOM icon
Qualcomm
QCOM
+$244K

Sector Composition

1 Technology 19.48%
2 Healthcare 10.61%
3 Consumer Staples 8.83%
4 Financials 7.15%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$200K 0.07%
1,013
202
$106K 0.04%
11,114
203
$67.3K 0.02%
43,131
204
$32.4K 0.01%
743
205
-11,198
206
-3,850
207
-15