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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
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
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
COSTCostco Whsl Corp New Com
Recent Activity
Increased 4.87%
1.46%
$4.246M
4,634 shares@ $916.28 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 2.99%
1.42%
$4.148M
7,046 shares@ $588.67 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased 0%
1.37%
$4.005M
21,031 shares@ $190.44 avg price
PEPPepsico Inc Com
Recent Activity
Increased 0.72%
1.32%
$3.834M
25,215 shares@ $152.06 avg price
CVXChevron Corp New Com
Recent Activity
Increased 1.46%
1.19%
$3.457M
23,870 shares@ $144.84 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 1.09%
1.18%
$3.433M
5,864 shares@ $585.48 avg price