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
$146M
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Sells

1 +$20.5M
2 +$13.7M
3 +$5.21M
4
AVGO icon
Broadcom
AVGO
+$4.91M
5
AMD icon
Advanced Micro Devices
AMD
+$4.51M

Sector Composition

1 Real Estate 13.16%
2 Financials 10.06%
3 Technology 6.1%
4 Industrials 2.67%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-97,898
302
-1,022
303
-14,288
304
-26,338
305
-59,773
306
-15,280
307
-14,231
308
-2,406
309
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310
-5,667
311
-2,880
312
-28,460