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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
VLUEIshares Tr
Recent Activity
Increased 3.14%
4.31%
$48.058M
455,056 shares@ $105.61 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 9.26%
4.01%
$44.654M
933,789 shares@ $47.82 avg price
VVVanguard Index Fds
Recent Activity
Increased 1.03%
3.66%
$40.809M
151,313 shares@ $269.71 avg price
QUALIshares Tr
Recent Activity
Increased 0.1%
3.48%
$38.708M
217,364 shares@ $178.08 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 3.2%
3.2%
$35.633M
619,386 shares@ $57.54 avg price
IBDRIshares Tr
Recent Activity
Increased 1.77%
2.14%
$23.757M
986,986 shares@ $24.07 avg price
IBDSIshares Tr
Recent Activity
Increased 2.14%
2.13%
$23.709M
989,505 shares@ $23.97 avg price
IBDTIshares Tr
Recent Activity
Increased 2.83%
2.12%
$23.604M
947,947 shares@ $24.9 avg price
IVLUIshares Tr
Recent Activity
Increased 5.09%
1.96%
$21.792M
803,824 shares@ $27.11 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 2.72%
1.94%
$21.608M
490,646 shares@ $44.04 avg price