KCM

Kathmere Capital Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.1M
3
+$4.16M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$4.02M
5
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$3.26M

Top Sells

1
+$4.79M
2
+$4.58M
3
+$3.1M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$2.73M
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$1.76M

Sector Composition

1 Financials 3.22%
2 Technology 2.82%
3 Healthcare 2.54%
4 Consumer Staples 1.8%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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