KM

Kalos Management Portfolio holdings

AUM $46.6M
1-Year Est. Return 11.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.5M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.17M
3
+$443K
4
VPU icon
Vanguard Utilities ETF
VPU
+$222K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$208K

Top Sells

1
+$1.57M
2
+$1.43M
3
+$882K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$862K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$823K

Sector Composition

1 Real Estate 7.05%
2 Technology 1.46%
3 Financials 1.27%
4 Industrials 0.85%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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