KM

Kalos Management Portfolio holdings

AUM $46.6M
1-Year Est. Return 11.52%
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
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.71M
3 +$2.5M
4
CWEN icon
Clearway Energy Class C
CWEN
+$2.19M
5
DAL icon
Delta Air Lines
DAL
+$2.18M

Sector Composition

1 Technology 11.29%
2 Financials 7.16%
3 Communication Services 6.93%
4 Healthcare 6.78%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-38,465