KCM

Kathmere Capital Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 13.01%
This Quarter Est. Return
1 Year Est. Return
+13.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.98%
2 Technology 2.23%
3 Healthcare 0.76%
4 Consumer Staples 0.61%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,563