KCM

Kathmere Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.17M
3
+$5.72M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.37M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$5.1M

Top Sells

1
+$21.4M
2
+$8.5M
3
+$6.78M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$5.76M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$5.72M

Sector Composition

1 Financials 3.27%
2 Technology 2.4%
3 Healthcare 1.51%
4 Consumer Staples 1.28%
5 Industrials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
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