KM
Kalos Management Portfolio holdings
AUM
$46.6M
1-Year Return
11.52%
This Quarter Return
+3.83%
1 Year Return
+11.52%
3 Year Return
+47.83%
5 Year Return
+70.92%
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$91.5M
Cap. Flow
% of AUM
68.31%
Top 10 Holdings %
Top 10 Hldgs %
20.68%
Holding
667
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.74M |
| 2 |
McKesson
MCK
|
$2.72M |
| 3 |
Walmart
WMT
|
$2.52M |
| 4 |
JPMorgan Chase
JPM
|
$2.45M |
| 5 |
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% |
