KCM
Kathmere Capital Management Portfolio holdings
AUM
$1.3B
This Quarter Return
+0.71%
1 Year Return
+12.13%
3 Year Return
+41.5%
5 Year Return
+56.31%
10 Year Return
–
AUM
$943M
AUM Growth
+$943M
(+8%)
Cap. Flow
+$76.8M
Cap. Flow
% of AUM
8.15%
Top 10 Holdings %
Top 10 Hldgs %
35.52%
Holding
362
New
46
Increased
180
Reduced
82
Closed
24
Top Buys
| 1 |
Distillate Small/Mid Cash Flow ETF
DSMC
|
$10.9M |
| 2 |
NVIDIA
NVDA
|
$4.68M |
| 3 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$4.51M |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$4.14M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$4.13M |
Top Sells
Sector Composition
| 1 | Technology | 5.9% |
| 2 | Financials | 4.71% |
| 3 | Healthcare | 2.38% |
| 4 | Consumer Staples | 2.19% |
| 5 | Industrials | 2% |
