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
$44.4M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$491K
2 +$358K
3 +$291K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$283K
5
VHT icon
Vanguard Health Care ETF
VHT
+$200K

Top Sells

1 +$767K
2 +$410K
3 +$410K
4
VTV icon
Vanguard Value ETF
VTV
+$392K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$323K

Sector Composition

1 Real Estate 7.12%
2 Financials 1.15%
3 Technology 0.83%
4 Industrials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$867 ﹤0.01%
+38