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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
DOWDow Inc Com
Recent Activity
Exited
0%
$226,933
4,154 shares@ $54.63 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Exited
0%
$219,949
2,818 shares@ $78.06 avg price
ELVElevance Health Inc Com
Recent Activity
Exited
0%
$216,320
416 shares@ $520.0 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Exited
0%
$216,064
3,764 shares@ $57.41 avg price
MDTMedtronic Plc Shs
Recent Activity
Exited
0%
$211,666
2,351 shares@ $90.04 avg price
MDLZMondelez Intl Inc Cl A
Recent Activity
Exited
0%
$210,439
2,857 shares@ $73.66 avg price
IYHIshares U.s. Healthcare Etf
Recent Activity
Exited
0%
$205,282
3,158 shares@ $65.01 avg price
COPConocophillips Com
Recent Activity
Exited
0%
$200,769
1,907 shares@ $105.29 avg price
DNMRDanimer Scientific Inc Com Cl A
Recent Activity
Exited
0%
$13,490
29,700 shares@ $0.46 avg price