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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
MUBIshares National Muni Bond Etf
Recent Activity
Increased 11.2%
0.2%
$556,875
5,226 shares@ $106.56 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Increased 0.05%
0.19%
$548,210
12,448 shares@ $44.05 avg price
QCOMQualcomm Inc Com
Recent Activity
Increased 1.55%
0.19%
$535,201
3,484 shares@ $153.62 avg price
OGNOrganon & Co Common Stock
Recent Activity
Increased 21.49%
0.19%
$527,529
35,357 shares@ $14.93 avg price
VCSHVanguard Short-term Corporate Bond Etf
Recent Activity
Increased 0.06%
0.19%
$526,963
6,755 shares@ $78.02 avg price
WATWaters Corp Com
Recent Activity
Increased 0.08%
0.18%
$524,566
1,414 shares@ $370.99 avg price
IYWIshares U.s. Technology Etf
Recent Activity
Increased 1.5%
0.18%
$518,806
3,252 shares@ $159.54 avg price
SBUXStarbucks Corp Com
Recent Activity
Increased 3.97%
0.18%
$516,728
5,663 shares@ $91.25 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
Increased 1.44%
0.18%
$515,696
988 shares@ $521.96 avg price
SOSouthern Co Com
Recent Activity
Increased 0.3%
0.18%
$502,492
6,104 shares@ $82.33 avg price