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
$289M
AUM Growth
+$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$396K
2 +$302K
3 +$279K
4
AMT icon
American Tower
AMT
+$240K
5
BX icon
Blackstone
BX
+$216K

Top Sells

1 +$896K
2 +$770K
3 +$637K
4
SYBT icon
Stock Yards Bancorp
SYBT
+$417K
5
CAT icon
Caterpillar
CAT
+$406K

Sector Composition

1 Technology 21.53%
2 Healthcare 9.86%
3 Consumer Staples 8.53%
4 Financials 6.98%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$211K 0.07%
+203
202
$210K 0.07%
+2,857
203
$205K 0.07%
+3,158
204
$201K 0.07%
1,907
+8
205
$193K 0.07%
21,530
-5,240
206
$153K 0.05%
21,619
-21,512
207
$13.5K ﹤0.01%
743
208
-5,958
209
-1,466
210
-4,457
211
-2,027