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
$49.9M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$751K
3 +$697K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$279K
5
IYM icon
iShares US Basic Materials ETF
IYM
+$253K

Top Sells

1 +$803K
2 +$627K
3 +$615K
4
IYH icon
iShares US Healthcare ETF
IYH
+$556K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$437K

Sector Composition

1 Real Estate 6.95%
2 Financials 2.67%
3 Technology 1.72%
4 Industrials 1.44%
5 Communication Services 1.36%