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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
$251M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.77M
3
+$2.74M
4
TAP icon
Molson Coors Class B
TAP
+$2.32M
5
PFG icon
Principal Financial Group
PFG
+$2.26M

Top Sells

1
+$5.63M
2
+$3.85M
3
+$2.82M
4
JPM icon
JPMorgan Chase
JPM
+$2.41M
5
TD icon
Toronto Dominion Bank
TD
+$2.18M

Sector Composition

1 Technology 9.97%
2 Healthcare 7.77%
3 Financials 6.18%
4 Consumer Discretionary 4.09%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
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