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
$46.6M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1 +$95.8K
2 +$95.2K
3 +$66.4K
4
IYH icon
iShares US Healthcare ETF
IYH
+$49.6K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$49.5K

Top Sells

1 +$317K
2 +$224K
3 +$187K
4
MSFT icon
Microsoft
MSFT
+$159K
5
VTR icon
Ventas
VTR
+$149K

Sector Composition

1 Real Estate 6.62%
2 Financials 2.08%
3 Technology 1.14%
4 Industrials 0.82%
5 Communication Services 0.62%