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
$542M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$9.45M
3
+$8.5M
4
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$5.48M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.97M

Top Sells

1
+$11.9M
2
+$7.67M
3
+$7.64M
4
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$3.47M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.29M

Sector Composition

1 Financials 3.48%
2 Technology 2.27%
3 Healthcare 1.85%
4 Consumer Staples 1.1%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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180
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186
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4 5 6 7
8