Cherri Lamkin

@Atlas Brown,inc.

Latest period2024 - Q4

Reported8d ago

Managed Assets$292.372M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GSSTGoldman Sachs Access Ultra Short Bond Etf Recent Activity New Position	0.13%	$376,575 7,500 shares@ $50.21 avg price	New Position
PLTRPalantir Technologies Inc Cl A Recent Activity New Position	0.11%	$315,982 4,178 shares@ $75.63 avg price	New Position
AVGOBroadcom Inc Com Recent Activity New Position	0.1%	$286,377 1,235 shares@ $231.89 avg price	New Position
RLIRli Corp Com Recent Activity New Position	0.1%	$284,612 1,727 shares@ $164.81 avg price	New Position
FNCLFidelity Msci Financials Index Etf Recent Activity New Position	0.09%	$235,050 3,422 shares@ $68.69 avg price	New Position
TSMTaiwan Semiconductor Mfg Ltd Sponsored Ads Recent Activity New Position	0.08%	$209,640 1,062 shares@ $197.41 avg price	New Position
MGMTBallast Small Mid Cap Etf Recent Activity New Position	0.08%	$207,925 5,000 shares@ $41.59 avg price	New Position
AXTIAxt Inc Com Recent Activity New Position	0.02%	$42,478 19,575 shares@ $2.18 avg price	New Position