KCM
Kathmere Capital Management Portfolio holdings
AUM
$1.3B
1-Year Return
12.13%
This Quarter Return
-0.89%
1 Year Return
+12.13%
3 Year Return
+41.5%
5 Year Return
+56.31%
10 Year Return
–
AUM
$551M
AUM Growth
+$31.6M
(+6.1%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
6.94%
Top 10 Holdings %
Top 10 Hldgs %
39.83%
Holding
151
New
21
Increased
70
Reduced
29
Closed
9
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Technology Select Sector SPDR Fund
XLK
$84.1B
| – | – |
-3,563
| Closed | -$526K |
|