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
$120M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1 +$4.19M
2 +$4.14M
3 +$1.49M
4
WMT icon
Walmart
WMT
+$1.39M
5
SYF icon
Synchrony
SYF
+$1.27M

Top Sells

1 +$867K
2 +$831K
3 +$698K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
NFLX icon
Netflix
NFLX
+$632K

Sector Composition

1 Technology 11.69%
2 Financials 7.37%
3 Healthcare 7.24%
4 Consumer Staples 6.95%
5 Energy 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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0
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0
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