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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
UTGReaves Util Income Fd Com Sh Ben Int
Recent Activity
Increased 0.11%
0.23%
$658,451
20,778 shares@ $31.69 avg price
FCOMFidelity Msci Communication Services Index Etf
Recent Activity
Increased 7.48%
0.22%
$641,036
10,921 shares@ $58.7 avg price
PSAPublic Storage Oper Co Com
Recent Activity
Increased 0.19%
0.22%
$638,107
2,131 shares@ $299.45 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 0.33%
0.22%
$633,014
1,251 shares@ $506.01 avg price
FFord Mtr Co Com
Recent Activity
Increased 1.69%
0.22%
$626,901
63,323 shares@ $9.91 avg price
MMM3m Co Com
Recent Activity
Increased 0.03%
0.22%
$620,536
4,807 shares@ $129.1 avg price
UTFCohen & Steers Infrastructure Com
Recent Activity
Increased 0.11%
0.22%
$617,221
25,675 shares@ $24.04 avg price
USBUs Bancorp Del Com New
Recent Activity
Increased 0.18%
0.21%
$588,699
12,308 shares@ $47.84 avg price
DOVDover Corp Com
Recent Activity
Increased 0.04%
0.2%
$568,428
3,030 shares@ $187.6 avg price
SLYGSpdr S&p 600 Small Cap Growth Etf
Recent Activity
Increased 0.13%
0.2%
$558,071
6,177 shares@ $90.35 avg price