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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
VVisa Inc Com Cl A
Recent Activity
Increased 0.81%
0.58%
$1.671M
5,288 shares@ $316.04 avg price
MRKMerck & Co Inc Com
Recent Activity
Increased 3.92%
0.56%
$1.62M
16,281 shares@ $99.48 avg price
HUMHumana Inc Com
Recent Activity
Increased 0.61%
0.56%
$1.611M
6,352 shares@ $253.7 avg price
IBMInternational Business Machs Com
Recent Activity
Increased 3.13%
0.53%
$1.539M
7,000 shares@ $219.84 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 0.27%
0.51%
$1.469M
1,903 shares@ $771.9 avg price
IWRIshares Russell Midcap Etf
Recent Activity
Increased 0.02%
0.5%
$1.438M
16,265 shares@ $88.41 avg price
FSTAFidelity Msci Consumer Staples Index Etf
Recent Activity
Increased 0.66%
0.47%
$1.355M
27,409 shares@ $49.44 avg price
RTXRtx Corporation Com
Recent Activity
Increased 0.12%
0.46%
$1.324M
11,444 shares@ $115.72 avg price
UNPUnion Pac Corp Com
Recent Activity
Increased 2.7%
0.45%
$1.312M
5,755 shares@ $228.04 avg price
KOCoca Cola Co Com
Recent Activity
Increased 0.8%
0.45%
$1.309M
21,024 shares@ $62.26 avg price