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
$224M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.71M
3
+$2.5M
4
CWEN icon
Clearway Energy Class C
CWEN
+$2.19M
5
DAL icon
Delta Air Lines
DAL
+$2.18M

Top Sells

1
+$6.58M
2
+$6.4M
3
+$6.06M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.99M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.32M

Sector Composition

1 Technology 11.29%
2 Financials 7.16%
3 Communication Services 6.93%
4 Healthcare 6.78%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
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