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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 1.14%
3.5%
$10.205M
24,212 shares@ $421.51 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 3.28%
2.05%
$5.978M
27,249 shares@ $219.4 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 0.23%
2.05%
$5.976M
24,930 shares@ $239.72 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 0.04%
1.86%
$5.426M
30,534 shares@ $177.7 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.63%
1.86%
$5.418M
32,317 shares@ $167.65 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 0.93%
1.75%
$5.114M
8,726 shares@ $586.11 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 0.25%
1.71%
$4.988M
34,491 shares@ $144.62 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 1.24%
1.67%
$4.859M
45,166 shares@ $107.57 avg price
HDHome Depot Inc Com
Recent Activity
Increased 0.19%
1.63%
$4.764M
12,247 shares@ $388.98 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 4.87%
1.46%
$4.246M
4,634 shares@ $916.28 avg price