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
FQALFidelity Quality Factor Etf
Recent Activity
Decreased -10.61%
0.15%
$435,030
6,649 shares@ $65.43 avg price
USMVIshares Msci Usa Min Vol Factor Etf
Recent Activity
Decreased -14.73%
0.14%
$386,957
4,358 shares@ $88.8 avg price
EPDEnterprise Prods Partners L P Com
Recent Activity
Decreased -1.14%
0.13%
$375,912
11,987 shares@ $31.36 avg price
IJTIshares S&p Small-cap 600 Growth Etf
Recent Activity
Decreased -6.65%
0.13%
$360,789
2,665 shares@ $135.39 avg price
FCXFreeport-mcmoran Inc Cl B
Recent Activity
Decreased -0.98%
0.12%
$348,204
9,144 shares@ $38.09 avg price
CCitigroup Inc Com New
Recent Activity
Decreased -2.03%
0.12%
$341,374
4,850 shares@ $70.39 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Decreased -1%
0.11%
$297,893
2,362 shares@ $126.12 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Decreased -10.65%
0.11%
$296,293
6,196 shares@ $47.83 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Decreased -7.58%
0.1%
$278,948
536 shares@ $520.43 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Decreased -9.4%
0.09%
$259,972
4,519 shares@ $57.53 avg price