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
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 2.99%
1.42%
$4.148M
7,046 shares@ $588.67 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
TJXTjx Cos Inc New Com
Recent Activity
Increased 0.48%
1.17%
$3.409M
28,215 shares@ $120.82 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 2.14%
1.06%
$3.083M
6,801 shares@ $453.3 avg price
IWSIshares Russell Mid-cap Value Etf
Recent Activity
Increased 0.49%
0.92%
$2.677M
20,699 shares@ $129.35 avg price
ADPAutomatic Data Processing Inc Com
Recent Activity
Increased 0.09%
0.86%
$2.498M
8,532 shares@ $292.73 avg price
ABTAbbott Labs Com
Recent Activity
Increased 0.11%
0.81%
$2.348M
20,761 shares@ $113.11 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 3.15%
0.8%
$2.315M
12,229 shares@ $189.31 avg price