Portfolio (Quarterly)
Guide ↗
Atlas Brown,Inc.
· CIK 0001388168| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | — | 5,155.0 | $238K | 0.07% | +489.0 | +10.5% | $46.19 | -0.4% |
| 62 | MDT | MEDTRONIC PLC SHS | Healthcare | 2,600.0 | $225K | 0.07% | +374.0 | +16.8% | $86.66 | -10.5% |
| 63 | DOC | HEALTHPEAK PROPERTIES INC COM | Real Estate | 13,194.0 | $217K | 0.07% | +2K | +13.8% | $16.43 | +21.9% |
| 64 | WEN | WENDYS CO COM | Consumer Cyclical | 30,000.0 | $208K | 0.06% | +20K | +189.6% | $6.95 | +12.4% |
| 65 | AMT | AMERICAN TOWER CORP COM | Real Estate | 1,187.0 | $205K | 0.06% | +16.0 | +1.4% | $172.58 | +7.2% |
| 66 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | — | 4,110.0 | $203K | 0.06% | +53.0 | +1.3% | $49.37 | +5.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
29.7%
Financial Services
12.3%
Healthcare
12.0%
Industrials
9.6%
Communication Services
8.7%
Consumer Defensive
8.5%
Consumer Cyclical
8.4%
Energy
6.6%
Utilities
2.4%
Basic Materials
1.1%