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
$274M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.69M
3
+$3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.8M
5
TAK icon
Takeda Pharmaceutical
TAK
+$2.47M

Top Sells

1
+$4.27M
2
+$3.19M
3
+$2.96M
4
ARI
Apollo Commercial Real Estate
ARI
+$2.88M
5
LLY icon
Eli Lilly
LLY
+$2.8M

Sector Composition

1 Technology 10.51%
2 Healthcare 8.02%
3 Financials 7.07%
4 Industrials 4.96%
5 Consumer Discretionary 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
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