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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
AMATApplied Matls Inc Com
Recent Activity
Decreased -0.33%
0.47%
$1.363M
8,379 shares@ $162.64 avg price
VEUVanguard Ftse All-world Ex-us Index Fund
Recent Activity
Decreased -0.31%
0.47%
$1.357M
23,631 shares@ $57.42 avg price
BF.BBrown Forman Corp Cl B
Recent Activity
Decreased -3.38%
0.46%
$1.344M
35,377 shares@ $37.99 avg price
CSCOCisco Sys Inc Com
Recent Activity
Decreased -0.19%
0.45%
$1.289M
21,770 shares@ $59.2 avg price
RWRSpdr Dow Jones Reit Etf
Recent Activity
Decreased -2.32%
0.42%
$1.203M
12,164 shares@ $98.87 avg price
PNCPnc Finl Svcs Group Inc Com
Recent Activity
Decreased -0.28%
0.37%
$1.081M
5,608 shares@ $192.84 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Decreased -2.99%
0.37%
$1.07M
28,509 shares@ $37.53 avg price
SHWSherwin Williams Co Com
Recent Activity
Decreased -0.15%
0.37%
$1.066M
3,136 shares@ $339.93 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -0.61%
0.34%
$970,745
4,393 shares@ $220.98 avg price
TGTTarget Corp Com
Recent Activity
Decreased -2.24%
0.33%
$953,715
7,055 shares@ $135.19 avg price