KCM

Kathmere Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.41M
3
+$1.62M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.53M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.51M

Top Sells

1
+$1.13M
2
+$864K
3
+$827K
4
HD icon
Home Depot
HD
+$605K
5
INFY icon
Infosys
INFY
+$451K

Sector Composition

1 Financials 4.16%
2 Technology 3.39%
3 Healthcare 2.27%
4 Consumer Staples 2.1%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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