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Cherri Lamkin

@Atlas Brown,inc.

Latest period2024 - Q4ReportedManaged Assets$292.372MTotal holdings206
Assets growth rate1.29%Assets growth rate (2-Q avg)2.4%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Brown,inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 206 positions.

Assets under management

The assets under management (AUM) of Atlas Brown,inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 292.372M in assets, with a quarterly growth rate of 1.29% and a 2-quarter average growth rate of 2.4%. The portfolio is managed by Cherri Lamkin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation Com
Recent Activity
Decreased -2.13%
7.05%
$20.59M
153,325 shares@ $134.3 avg price
AAPLApple Inc Com
Recent Activity
Decreased -0.3%
6.46%
$18.875M
75,373 shares@ $250.43 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Decreased -1.42%
3.43%
$10M
34,505 shares@ $289.82 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -0.11%
1.49%
$4.35M
10,832 shares@ $401.57 avg price
IWPIshares Russell Mid-cap Growth Etf
Recent Activity
Decreased -0.3%
1.47%
$4.282M
33,784 shares@ $126.75 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased 0%
1.37%
$4.005M
21,031 shares@ $190.44 avg price
IWNIshares Russell 2000 Value Etf
Recent Activity
Decreased -0.17%
1.17%
$3.414M
20,793 shares@ $164.18 avg price
IWOIshares Russell 2000 Growth Etf
Recent Activity
Decreased -0.58%
1.03%
$2.995M
10,406 shares@ $287.84 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Decreased -0.03%
0.98%
$2.856M
28,132 shares@ $101.54 avg price
NOBLProshares S&p 500 Dividend Aristocrats Etf
Recent Activity
Decreased -1.5%
0.82%
$2.397M
24,076 shares@ $99.56 avg price