KM

Kalos Management Portfolio holdings

AUM $46.6M
1-Year Est. Return 11.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$2.58M
3
+$1.74M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.46M
5
FNF icon
Fidelity National Financial
FNF
+$1.44M

Top Sells

1
+$4.34M
2
+$3.52M
3
+$3.17M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.95M
5
AMZN icon
Amazon
AMZN
+$2.6M

Sector Composition

1 Technology 11.59%
2 Financials 8.75%
3 Communication Services 7.99%
4 Healthcare 7.43%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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