KCM

Kathmere Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Sells

1 +$48.7M
2 +$502K
3 +$336K
4
WTRG icon
Essential Utilities
WTRG
+$210K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$201K

Sector Composition

1 Technology 2.14%
2 Financials 1.13%
3 Healthcare 0.87%
4 Consumer Staples 0.69%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
220
327
$8K ﹤0.01%
198
328
$8K ﹤0.01%
+260
329
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40
+5
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+31
332
$7K ﹤0.01%
86
333
$7K ﹤0.01%
+167
334
$7K ﹤0.01%
+53
335
$7K ﹤0.01%
53
+1
336
$7K ﹤0.01%
+24
337
$6K ﹤0.01%
107
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$6K ﹤0.01%
50
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340
$6K ﹤0.01%
391
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$6K ﹤0.01%
+63
342
$6K ﹤0.01%
1,348
343
$5K ﹤0.01%
+360
344
$5K ﹤0.01%
+150
345
$5K ﹤0.01%
+49
346
$5K ﹤0.01%
+25
347
$5K ﹤0.01%
+46
348
$5K ﹤0.01%
350
349
$5K ﹤0.01%
7
350
$5K ﹤0.01%
+21