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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
GMEDGlobus Med Inc
Recent Activity
New Position
2.08%
$23.091M
279,176 shares@ $82.72 avg price
BSMTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.88%
$9.778M
426,234 shares@ $22.95 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.64%
$7.065M
64,066 shares@ $110.28 avg price
SCHRSchwab Strategic Tr
Recent Activity
New Position
0.47%
$5.212M
214,560 shares@ $24.29 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.43%
$4.756M
259,345 shares@ $18.34 avg price
IJHIshares Tr
Recent Activity
New Position
0.11%
$1.191M
19,116 shares@ $62.32 avg price
BIVVanguard Bd Index Fds
Recent Activity
New Position
0.07%
$734,021
9,822 shares@ $74.74 avg price
SVRESaverone 2014 Ltd
Recent Activity
New Position
0.06%
$622,744
622,744 shares@ $1.0 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.05%
$528,006
515 shares@ $1025.26 avg price
BSMSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.05%
$525,695
22,533 shares@ $23.34 avg price