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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
GSGoldman Sachs Group Inc Com
Recent Activity
Decreased -3.06%
0.09%
$253,745
443 shares@ $572.79 avg price
PPGPpg Inds Inc Com
Recent Activity
Decreased -0.33%
0.09%
$251,442
2,105 shares@ $119.45 avg price
ADBEAdobe Inc Com
Recent Activity
Decreased -2.15%
0.08%
$222,367
500 shares@ $444.74 avg price
CVSCvs Health Corp Com
Recent Activity
Decreased -9.38%
0.08%
$213,291
4,751 shares@ $44.9 avg price
LUMNLumen Technologies Inc Com
Recent Activity
Decreased -30.19%
0.03%
$80,133
15,091 shares@ $5.31 avg price