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
$124M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.34M
3
+$2.32M
4
NVO icon
Novo Nordisk
NVO
+$2.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2M

Top Sells

1
+$2.4M
2
+$1.86M
3
+$1.6M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.33M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.29M

Sector Composition

1 Technology 9.64%
2 Financials 8.94%
3 Healthcare 6.5%
4 Communication Services 5.14%
5 Consumer Staples 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K 0.03%
11,676
+523
127
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128
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-8,535
3 4 5
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