Portfolio (Quarterly)
Guide ↗
Atlas Brown,Inc.
· CIK 0001388168| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PZZA | PAPA JOHNS INTL INC COM | Consumer Cyclical | 10,147 | $391K | 0.12% | SOLD |
| 2 | UPS | UNITED PARCEL SERVICE INC CL B | Industrials | 2,976 | $295K | 0.09% | SOLD |
| 3 | ATEC | ALPHATEC HLDGS INC COM NEW | Healthcare | 11,506 | $242K | 0.07% | SOLD |
| 4 | INTU | INTUIT COM | Technology | 349 | $231K | 0.07% | SOLD |
| 5 | COF | CAPITAL ONE FINL CORP COM | Financial Services | 925 | $224K | 0.07% | SOLD |
| 6 | VUG | VANGUARD GROWTH ETF | — | 439 | $214K | 0.06% | SOLD |
| 7 | EFV | ISHARES MSCI EAFE VALUE ETF | — | 2,936 | $210K | 0.06% | SOLD |
| 8 | BX | BLACKSTONE INC COM | Financial Services | 1,343 | $207K | 0.06% | SOLD |
| 9 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | Financial Services | 2,653 | $202K | 0.06% | SOLD |
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%