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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
IWDIshares Russell 1000 Value Etf
Recent Activity
Increased 0.08%
0.79%
$2.284M
12,339 shares@ $185.13 avg price
FTECFidelity Msci Information Technology Index Etf
Recent Activity
Increased 1.62%
0.68%
$1.973M
10,670 shares@ $184.89 avg price
CATCaterpillar Inc Com
Recent Activity
Increased 0.12%
0.67%
$1.938M
5,341 shares@ $362.79 avg price
PFEPfizer Inc Com
Recent Activity
Increased 3.85%
0.67%
$1.934M
72,917 shares@ $26.54 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 0.02%
0.65%
$1.88M
6,486 shares@ $289.92 avg price
ORCLOracle Corp Com
Recent Activity
Increased 0.07%
0.64%
$1.859M
11,158 shares@ $166.65 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 0.79%
0.63%
$1.829M
3,579 shares@ $511.17 avg price
CMICummins Inc Com
Recent Activity
Increased 147.42%
0.63%
$1.816M
5,208 shares@ $348.63 avg price
WMTWalmart Inc Com
Recent Activity
Increased 1.21%
0.62%
$1.786M
19,765 shares@ $90.36 avg price
BACBank America Corp Com
Recent Activity
Increased 4.29%
0.59%
$1.696M
38,590 shares@ $43.96 avg price