Cherri Lamkin

@Atlas Brown,inc.

Latest period2024 - Q4

Reported9d ago

Managed Assets$292.372M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NEENextera Energy Inc Com Recent Activity Increased 1.46%	0.34%	$979,345 13,661 shares@ $71.69 avg price	Increased 1.46%
BMYBristol-myers Squibb Co Com Recent Activity Increased 3.23%	0.33%	$936,572 16,559 shares@ $56.56 avg price	Increased 3.23%
JCIJohnson Ctls Intl Plc Shs Recent Activity Increased 0.1%	0.32%	$927,104 11,746 shares@ $78.93 avg price	Increased 0.1%
PHParker-hannifin Corp Com Recent Activity Increased 0.22%	0.31%	$905,069 1,423 shares@ $636.03 avg price	Increased 0.22%
ORLYOreilly Automotive Inc Com Recent Activity Increased 0.15%	0.29%	$841,918 710 shares@ $1185.8 avg price	Increased 0.15%
INTCIntel Corp Com Recent Activity Increased 0.29%	0.29%	$834,715 41,632 shares@ $20.05 avg price	Increased 0.29%
DHRDanaher Corporation Com Recent Activity Increased 3.69%	0.28%	$794,932 3,463 shares@ $229.56 avg price	Increased 3.69%
VOEVanguard Mid-cap Value Etf Recent Activity Increased 0.11%	0.27%	$776,768 4,802 shares@ $161.76 avg price	Increased 0.11%
STZConstellation Brands Inc Cl A Recent Activity Increased 0.13%	0.26%	$731,731 3,311 shares@ $221.0 avg price	Increased 0.13%
SLYVSpdr S&p 600 Small Cap Value Etf Recent Activity Increased 0.08%	0.25%	$725,094 8,311 shares@ $87.25 avg price	Increased 0.08%