test

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
CRMSalesforce Inc Com
Recent Activity
Decreased -1.08%
0.82%
$2.373M
7,097 shares@ $334.35 avg price
DISDisney Walt Co Com
Recent Activity
Decreased -2.05%
0.77%
$2.225M
19,984 shares@ $111.35 avg price
VTVVanguard Value Etf
Recent Activity
Decreased -0.63%
0.74%
$2.158M
12,748 shares@ $169.31 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -2.38%
0.69%
$1.991M
26,334 shares@ $75.61 avg price
EEMIshares Msci Emerging Markets Etf
Recent Activity
Decreased -1.14%
0.59%
$1.713M
40,964 shares@ $41.83 avg price
NFLXNetflix Inc Com
Recent Activity
Decreased -0.41%
0.58%
$1.694M
1,901 shares@ $891.23 avg price
IEFIshares 7-10 Year Treasury Bond Etf
Recent Activity
Decreased -2.19%
0.51%
$1.49M
16,118 shares@ $92.46 avg price
GEGe Aerospace Com New
Recent Activity
Decreased -0.18%
0.51%
$1.48M
8,871 shares@ $166.8 avg price
FHLCFidelity Msci Health Care Index Etf
Recent Activity
Decreased -3.61%
0.5%
$1.454M
22,242 shares@ $65.36 avg price
TAt&t Inc Com
Recent Activity
Decreased -5.59%
0.49%
$1.412M
62,013 shares@ $22.78 avg price