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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
UNPUnion Pac Corp
Recent Activity
Increased 6.26%
0.13%
$1.448M
6,350 shares@ $228.05 avg price
IJRIshares Tr
Recent Activity
Increased 206.76%
0.13%
$1.439M
12,485 shares@ $115.23 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 44.07%
0.13%
$1.375M
23,339 shares@ $58.93 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 150.82%
0.13%
$1.365M
18,046 shares@ $75.64 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 25.63%
0.13%
$1.356M
17,545 shares@ $77.27 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 17.84%
0.12%
$1.301M
5,133 shares@ $253.54 avg price
ALLAllstate Corp
Recent Activity
Increased 2.64%
0.12%
$1.298M
6,732 shares@ $192.78 avg price
CHTChunghwa Telecom Co Ltd
Recent Activity
Increased 59.47%
0.12%
$1.295M
34,401 shares@ $37.66 avg price
GIBCgi Inc
Recent Activity
Increased 18.59%
0.12%
$1.267M
11,594 shares@ $109.32 avg price
CRHCrh Plc
Recent Activity
Increased 5.98%
0.12%
$1.253M
13,543 shares@ $92.52 avg price