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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$2.72M
3 +$2.52M
4
JPM icon
JPMorgan Chase
JPM
+$2.45M
5
O icon
Realty Income
O
+$2.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.72%
2 Healthcare 7.45%
3 Financials 6.57%
4 Consumer Discretionary 5.77%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
0
652
0
653
0
654
0