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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
VBVanguard Index Fds
Recent Activity
Increased 1.15%
0.98%
$10.819M
45,025 shares@ $240.28 avg price
FNDESchwab Strategic Tr
Recent Activity
Increased 3.02%
0.92%
$10.227M
352,041 shares@ $29.05 avg price
BSMTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.88%
$9.778M
426,234 shares@ $22.95 avg price
MINTPimco Etf Tr
Recent Activity
Decreased -6.88%
0.86%
$9.583M
95,503 shares@ $100.35 avg price
NVDANvidia Corporation
Recent Activity
Increased 10.11%
0.66%
$7.334M
54,611 shares@ $134.29 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100.41%
0.66%
$7.294M
394,283 shares@ $18.5 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.64%
$7.065M
64,066 shares@ $110.28 avg price
QVALEa Series Trust
Recent Activity
Decreased -0.8%
0.59%
$6.487M
145,309 shares@ $44.65 avg price
EFVIshares Tr
Recent Activity
Increased 1.54%
0.57%
$6.249M
119,097 shares@ $52.48 avg price
QMOMEa Series Trust
Recent Activity
Decreased -2.32%
0.56%
$6.156M
95,991 shares@ $64.14 avg price