Portfolio (Quarterly)
Guide ↗
Atlas Brown,Inc.
· CIK 0001388168| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | — | 5,332.0 | $1.0M | 0.30% | NEW | — | $191.56 | +8.4% |
| 82 | TGT | TARGET CORP COM | Consumer Defensive | 10,065.0 | $984K | 0.29% | NEW | — | $97.75 | +27.3% |
| 83 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | — | 12,268.0 | $978K | 0.29% | NEW | — | $79.73 | -0.9% |
| 84 | ITW | ILLINOIS TOOL WKS INC COM | Industrials | 3,964.0 | $976K | 0.29% | NEW | — | $246.32 | +1.8% |
| 85 | VZ | VERIZON COMMUNICATIONS INC COM | Communication Services | 23,914.0 | $974K | 0.29% | NEW | — | $40.73 | +19.2% |
| 86 | PNC | PNC FINL SVCS GROUP INC COM | Financial Services | 4,623.0 | $965K | 0.29% | NEW | — | $208.75 | +5.6% |
| 87 | ORLY | OREILLY AUTOMOTIVE INC COM | Consumer Cyclical | 10,546.0 | $962K | 0.29% | NEW | — | $91.21 | -3.2% |
| 88 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 5,288.0 | $940K | 0.28% | NEW | — | $177.75 | -22.6% |
| 89 | IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | — | 9,697.0 | $939K | 0.28% | NEW | — | $96.88 | +17.5% |
| 90 | CMCSA | COMCAST CORP NEW CL A | Communication Services | 31,324.0 | $936K | 0.28% | NEW | — | $29.89 | -16.1% |
| 91 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | — | 9,399.0 | $877K | 0.26% | NEW | — | $93.30 | +9.1% |
| 92 | ASML | ASML HOLDING N V N Y REGISTRY SHS | Technology | 812.0 | $869K | 0.26% | NEW | — | $1070.44 | +51.4% |
| 93 | KR | KROGER CO COM | Consumer Defensive | 13,279.0 | $830K | 0.25% | NEW | — | $62.48 | +3.5% |
| 94 | SITM | SITIME CORP COM | Technology | 2,292.0 | $810K | 0.24% | NEW | — | $353.19 | +105.1% |
| 95 | UI | UBIQUITI INC COM | Technology | 1,425.0 | $789K | 0.23% | NEW | — | $553.35 | +7.9% |
| 96 | FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | — | 10,593.0 | $776K | 0.23% | NEW | — | $73.28 | +1.2% |
| 97 | TIP | ISHARES TIPS BOND ETF | — | 7,020.0 | $772K | 0.23% | NEW | — | $109.91 | +0.7% |
| 98 | PM | PHILIP MORRIS INTL INC COM | Consumer Defensive | 4,779.0 | $767K | 0.23% | NEW | — | $160.41 | +13.4% |
| 99 | TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | Technology | 2,513.0 | $764K | 0.23% | NEW | — | $303.95 | +35.4% |
| 100 | — | BERKSHIRE HATHAWAY INC DEL CL A | — | 1.0 | $755K | 0.22% | NEW | — | $754800.00 | — |
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
31.6%
Financial Services
13.3%
Healthcare
11.8%
Industrials
9.4%
Communication Services
9.3%
Consumer Cyclical
8.8%
Consumer Defensive
7.7%
Energy
4.7%
Utilities
1.9%
Basic Materials
1.1%