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
$129M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.06M
3
+$1.78M
4
TNL icon
Travel + Leisure Co
TNL
+$1.71M
5
CMI icon
Cummins
CMI
+$1.71M

Top Sells

1
+$2.07M
2
+$1.97M
3
+$1.91M
4
SWK icon
Stanley Black & Decker
SWK
+$1.86M
5
KSS icon
Kohl's
KSS
+$1.86M

Sector Composition

1 Technology 9.14%
2 Healthcare 7.66%
3 Financials 7.49%
4 Consumer Staples 6.9%
5 Communication Services 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38K 0.03%
20,541
+8,884
152
$20K 0.02%
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4 5 6
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