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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
MUMicron Technology Inc
Recent Activity
Exited
0%
$224,428
2,164 shares@ $103.71 avg price
ORANYOrange
Recent Activity
Exited
0%
$222,333
19,367 shares@ $11.48 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$222,323
9,477 shares@ $23.46 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$217,693
2,270 shares@ $95.9 avg price
ASGNAsgn Inc
Recent Activity
Exited
0%
$215,734
2,314 shares@ $93.23 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$210,762
4,222 shares@ $49.92 avg price
GPCGenuine Parts Co
Recent Activity
Exited
0%
$208,961
1,496 shares@ $139.68 avg price
GSKGsk Plc
Recent Activity
Exited
0%
$206,567
5,053 shares@ $40.89 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Exited
0%
$205,016
3,254 shares@ $63.01 avg price
BDECInnovator Etfs Trust
Recent Activity
Exited
0%
$201,524
4,678 shares@ $43.08 avg price