test

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
IBDTIshares Tr
Recent Activity
Increased 2.83%
2.12%
$23.604M
947,947 shares@ $24.9 avg price
GMEDGlobus Med Inc
Recent Activity
New Position
2.08%
$23.091M
279,176 shares@ $82.72 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
AAPLApple Inc
Recent Activity
Increased 7.38%
1.87%
$20.761M
82,903 shares@ $250.42 avg price
IBDUIshares Tr
Recent Activity
Decreased -17.74%
1.63%
$18.137M
795,473 shares@ $22.8 avg price
FRDMEa Series Trust
Recent Activity
Increased 3.19%
1.52%
$16.901M
517,163 shares@ $32.68 avg price
IBMNIshares Tr
Recent Activity
Increased 1.99%
1.48%
$16.416M
616,779 shares@ $26.62 avg price
DCREDoubleline Etf Trust
Recent Activity
Increased 22.09%
1.45%
$16.134M
313,521 shares@ $51.47 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 21.56%
1.45%
$16.123M
317,953 shares@ $50.72 avg price