Atlas Brown,Inc. logo

Atlas Brown,Inc.

RIA/Wealth

Atlas Brown,Inc. is a RIA/Wealth based in Louisville, KY led by Michael Scott Robinson, reporting $567.5M in AUM as of Q3 2025 with NVDA as the largest holding (8% allocation).

CEOMichael Scott Robinson
Portfolio Value
$338.3M
Positions
226
Top Holding
NVDA at 8.08%
Last Reported
Q3 2025
Address333 East Main Street, Suite 400, Louisville, KY, 40202-1259, United States

Top Holdings

Largest long holdings in Atlas Brown,Inc.'s portfolio (32% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$27.3M
8.08%
-$1.6M
Sold
0.00%
146.5K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$19.1M
5.63%
-$170.3K
Sold
0.00%
74.9K shares
Software - Infrastructure
Technology
$12.4M
3.66%
-$14.5K
Sold
0.00%
23.9K shares
ETF
ETF
$11.1M
3.27%
+$58.4K
Bought
33.8K shares
Banks - Diversified
Financial Services
$7.9M
2.33%
-$20.8K
Sold
0.00%
25.0K shares
6
AbbVie logo
AbbVie
ABBV
Drug Manufacturers - General
Healthcare
$7.1M
2.08%
-$8.1K
Sold
0.00%
30.5K shares
Drug Manufacturers - General
Healthcare
$6.4M
1.89%
-$4.8K
Sold
0.00%
34.5K shares
8
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$6.1M
1.81%
-$2.4K
Sold
0.00%
28.0K shares
ETF
ETF
$5.9M
1.75%
+$32.0K
Bought
8.9K shares
Internet Content & Information
Communication Services
$5.1M
1.52%
-$19.5K
Sold
0.00%
21.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Atlas Brown,Inc.'s latest filing

See all changes
Market Value
$338.3M
Prior: $311.5M
Q/Q Change
+8.62%
+$26.8M
Net Flows % of MV
-0.353%
Turnover Ratio
1.87%
New Purchases
8 stocks
$2.3M
Added To
105 stocks
+$2.9M
Sold Out Of
9 stocks
$2.4M
Reduced Holdings
87 stocks
-$4.0M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
5
SAP
SAP
SAP
Sold

Analytics

Portfolio insights and performance metrics for Atlas Brown,Inc.

View analytics

Sector Allocation

ETF: 28.00%ETFTechnology: 23.30%TechnologyHealthcare: 8.30%Financial Services: 7.60%Consumer Cyclical: 6.70%Industrials: 6.50%Communication Services: 6.30%Consumer Defensive: 5.70%Energy: 2.80%Utilities: 1.40%Basic Materials: 0.80%Real Estate: 0.30%
ETF
28.00%
Technology
23.30%
Healthcare
8.30%
Financial Services
7.60%
Consumer Cyclical
6.70%
Industrials
6.50%
Communication Services
6.30%
Consumer Defensive
5.70%
Energy
2.80%
Utilities
1.40%
Basic Materials
0.80%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 50.22%Mega Cap (> $200B)Large Cap ($10B - $200B): 18.76%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.98%Small Cap ($300M - $2B): 0.13%Micro Cap ($50M - $300M): 0.05%Nano Cap (< $50M): 0.05%N/A (ETF or Unknown): 29.81%N/A (ETF or Unknown)
Mega Cap (> $200B)
50.22%
Large Cap ($10B - $200B)
18.76%
Mid Cap ($2B - $10B)
0.98%
Small Cap ($300M - $2B)
0.13%
Micro Cap ($50M - $300M)
0.05%
Nano Cap (< $50M)
0.05%
N/A (ETF or Unknown)
29.81%

Portfolio Concentration

Top 10 Holdings %
32.05%
Top 20 Holdings %
45.67%
Top 50 Holdings %
67.95%
Top 100 Holdings %
85.53%

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