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Amy King

@Kathmere Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.115BTotal holdings410
Assets growth rate4.55%Assets growth rate (2-Q avg)8.75%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Kathmere Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 410 positions.

Assets under management

The assets under management (AUM) of Kathmere Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.115B in assets, with a quarterly growth rate of 4.55% and a 2-quarter average growth rate of 8.75%. The portfolio is managed by Amy King, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -6.38%
3.62%
$40.291M
694,680 shares@ $58.0 avg price
MTUMIshares Tr
Recent Activity
Decreased -0.98%
3.37%
$37.562M
181,530 shares@ $206.93 avg price
IBDQIshares Tr
Recent Activity
Decreased -10.76%
2.14%
$23.785M
949,518 shares@ $25.06 avg price
IBDUIshares Tr
Recent Activity
Decreased -17.74%
1.63%
$18.137M
795,473 shares@ $22.8 avg price
IBMOIshares Tr
Recent Activity
Decreased -1.24%
1.43%
$15.859M
622,914 shares@ $25.47 avg price
IBMPIshares Tr
Recent Activity
Decreased -1.21%
1.42%
$15.797M
628,341 shares@ $25.15 avg price
IBMQIshares Tr
Recent Activity
Decreased -1.18%
1.42%
$15.782M
626,748 shares@ $25.19 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.56%
1.05%
$11.608M
28,282 shares@ $410.44 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -6.88%
0.86%
$9.583M
95,503 shares@ $100.35 avg price
QVALEa Series Trust
Recent Activity
Decreased -0.8%
0.59%
$6.487M
145,309 shares@ $44.65 avg price