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
REGLProshares S&p Midcap 400 Dividend Aristocrats Etf
Recent Activity
Increased 1.21%
0.44%
$1.28M
15,873 shares@ $80.66 avg price
AXPAmerican Express Co Com
Recent Activity
Increased 0.17%
0.44%
$1.263M
4,256 shares@ $296.82 avg price
BABoeing Co Com
Recent Activity
Increased 8.77%
0.41%
$1.193M
6,740 shares@ $177.0 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Increased 4.52%
0.4%
$1.159M
10,759 shares@ $107.74 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 0.66%
0.39%
$1.134M
2,154 shares@ $526.58 avg price
BPBp Plc Sponsored Adr
Recent Activity
Increased 1.19%
0.38%
$1.104M
37,338 shares@ $29.56 avg price
BLKBlackrock Inc Com
Recent Activity
Increased 0.48%
0.38%
$1.095M
1,068 shares@ $1025.53 avg price
TSLATesla Inc Com
Recent Activity
Increased 2.9%
0.38%
$1.091M
2,702 shares@ $403.88 avg price
ITWIllinois Tool Wks Inc Com
Recent Activity
Increased 0.13%
0.35%
$1.015M
4,002 shares@ $253.56 avg price
VZVerizon Communications Inc Com
Recent Activity
Increased 5.59%
0.34%
$983,823
24,602 shares@ $39.99 avg price