ATLAS BROWN,INC.

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Atlas Brown,inc. is based out of Louisville. Atlas Brown,inc. is a large advisory firm with 347 clients and discretionary assets under management (AUM) of $328,985,396 (Form ADV from 2019-12-01). Their last reported 13F filing for Q2 2020 included $157,637,000 in managed 13F securities and a top 10 holdings concentration of 26.0%. Atlas Brown,inc.'s largest holding is Apple Inc with shares held of 19,516. Atlas Brown,inc. has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 71 13F filings

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06/30/2020

13F Activity

  • Market Value $157.637 Million
  • Prior Market Value $127.982 Million
  • New Purchases16 stocks
  • Additional Purchases78 stocks
  • Sold out of4 stocks
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 26.00 %
  • Turnover % [1]:13.42%
  • Turnover Alt % [2]: 7.37 %
  • Time Held Top20:13.45 quarters
  • Time Held Top10:11.80 quarters
  • Time Held All:21.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 31.54%
Performance Last 4 Quarters: 4.47%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ATLAS BROWN
333 EAST MAIN SREET SUITE 400
LOUISVILLE KY    40202-1259
Country: United States

Business Phone: 502-271-2900
Fax: 502-271-2901
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 94,359,500
Total Number of Clients: 347
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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ATLAS BROWN, INC.

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
HANCOCK, III, WILLIAM, WAYNE CHAIRMAN 03/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ATLAS BROWN INVESTMENT ADVISORS, INC. EXECUTIVE VICE PRESIDENT direct 2005-01-01
ATLAS BROWN INVESTMENT ADVISORS, INC. EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2007-06-01
ATLAS BROWN, INC. VICE-CHAIRMAN direct 2009-03-01
ATLAS BROWN, INC. CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER direct 2009-03-01
ATLAS BROWN, INC. CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2009-03-01
MIDDLETON, CHARLES, GIBSON DIRECTOR 01/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN INVESTMENT ADVISORS, INC. SHAREHOLDER direct 2005-01-01
ATLAS BROWN, INC. DIRECTOR direct 2005-01-01
ROBINSON, MICHAEL, SCOTT PRESIDENT AND CEO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2009-09-01
ATLAS BROWN, INC. CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2009-09-01
ATLAS BROWN, INC. PRESIDENT AND CEO direct 2016-01-01
HANCOCK, MARY, COLLIS SHAREHOLDER 11/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. SHAREHOLDER direct 2010-11-01
RUSSELL, DAVID, BROWER EXECUTIVE VICE PRESIDENT 05/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. EXECUTIVE VICE PRESIDENT direct 2014-05-01
LAMKIN, CHERRI, LYN CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2016-03-01

ATLAS BROWN, INC.

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

ATLAS BROWN, INC.

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
HANCOCK, III, WILLIAM, WAYNE CHAIRMAN 03/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ATLAS BROWN INVESTMENT ADVISORS, INC. EXECUTIVE VICE PRESIDENT direct 2005-01-01
ATLAS BROWN INVESTMENT ADVISORS, INC. EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2007-06-01
ATLAS BROWN, INC. VICE-CHAIRMAN direct 2009-03-01
ATLAS BROWN, INC. CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER direct 2009-03-01
ATLAS BROWN, INC. CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2009-03-01
MIDDLETON, CHARLES, GIBSON DIRECTOR 01/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN INVESTMENT ADVISORS, INC. SHAREHOLDER direct 2005-01-01
ATLAS BROWN, INC. DIRECTOR direct 2005-01-01
ROBINSON, MICHAEL, SCOTT PRESIDENT AND CEO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2009-09-01
ATLAS BROWN, INC. CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2009-09-01
ATLAS BROWN, INC. PRESIDENT AND CEO direct 2016-01-01
HANCOCK, MARY, COLLIS SHAREHOLDER 11/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. SHAREHOLDER direct 2010-11-01
RUSSELL, DAVID, BROWER EXECUTIVE VICE PRESIDENT 05/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. EXECUTIVE VICE PRESIDENT direct 2014-05-01
LAMKIN, CHERRI, LYN CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2016-03-01

ATLAS BROWN, INC.

ownership team - last updated 2017-03-29
Name Title Start Date Direct/Indirect % Ownership
HANCOCK, III, WILLIAM, WAYNE VICE-CHAIRMAN 03/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ATLAS BROWN INVESTMENT ADVISORS, INC. EXECUTIVE VICE PRESIDENT direct 2005-01-01
ATLAS BROWN INVESTMENT ADVISORS, INC. EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2007-06-01
ATLAS BROWN, INC. VICE-CHAIRMAN direct 2009-03-01
ATLAS BROWN, INC. CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER direct 2009-03-01
ATLAS BROWN, INC. CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2009-03-01
MIDDLETON, CHARLES, GIBSON DIRECTOR 01/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN INVESTMENT ADVISORS, INC. SHAREHOLDER direct 2005-01-01
ATLAS BROWN, INC. DIRECTOR direct 2005-01-01
ROBINSON, MICHAEL, SCOTT PRESIDENT AND CEO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2009-09-01
ATLAS BROWN, INC. CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER direct 2009-09-01
ATLAS BROWN, INC. PRESIDENT AND CEO direct 2016-01-01
HANCOCK, MARY, COLLIS SHAREHOLDER 11/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. SHAREHOLDER direct 2010-11-01
HANCOCK, JR, WILLIAM, WAYNE SHAREHOLDER 11/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. SHAREHOLDER direct 2010-11-01
STREET, WILLIAM, MAY CHAIRMAN 07/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. SHAREHOLDER direct 2013-07-01
ATLAS BROWN, INC. CHAIRMAN direct 2013-07-01
RUSSELL, DAVID, BROWER EXECUTIVE VICE PRESIDENT 05/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. EXECUTIVE VICE PRESIDENT direct 2014-05-01
LAMKIN, CHERRI, LYN CHIEF COMPLIANCE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATLAS BROWN, INC. CHIEF COMPLIANCE OFFICER direct 2016-03-01

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