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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
IJKIshares S&p Mid-cap 400 Growth Etf
Recent Activity
Decreased -4.66%
0.3%
$875,499
9,628 shares@ $90.94 avg price
GEVGe Vernova Inc Com
Recent Activity
Decreased -0.28%
0.28%
$813,115
2,472 shares@ $328.94 avg price
KRKroger Co Com
Recent Activity
Decreased -0.74%
0.28%
$794,685
12,996 shares@ $61.15 avg price
PYPLPaypal Hldgs Inc Com
Recent Activity
Decreased -0.48%
0.25%
$721,378
8,452 shares@ $85.35 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Decreased -2.06%
0.25%
$715,140
5,942 shares@ $120.36 avg price
TIPIshares Tips Bond Etf
Recent Activity
Decreased -0.77%
0.25%
$711,789
6,680 shares@ $106.56 avg price
IVEIshares S&p 500 Value Etf
Recent Activity
Decreased -5.55%
0.19%
$529,395
2,773 shares@ $190.92 avg price
GLDSpdr Gold Shares
Recent Activity
Decreased -0.2%
0.17%
$472,638
1,952 shares@ $242.14 avg price
PARAParamount Global Class B Com
Recent Activity
Decreased -0.54%
0.16%
$449,481
42,971 shares@ $10.47 avg price
FASTFastenal Co Com
Recent Activity
Decreased -0.98%
0.15%
$435,559
6,057 shares@ $71.92 avg price