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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
ICLIcl Group Ltd
Recent Activity
New Position
0.02%
$140,992
28,464 shares@ $4.96 avg price
LXLexinfintech Hldgs Ltd
Recent Activity
New Position
0.01%
$79,245
13,663 shares@ $5.8 avg price
CLPRClipper Rlty Inc
Recent Activity
New Position
0.01%
$78,020
17,035 shares@ $4.58 avg price
WITWipro Ltd
Recent Activity
New Position
0.01%
$69,076
19,513 shares@ $3.54 avg price
CLVTClarivate Plc
Recent Activity
New Position
0.01%
$58,293
11,475 shares@ $5.08 avg price