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
$369M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1 +$730K
2 +$597K
3 +$523K
4
AAPL icon
Apple
AAPL
+$446K
5
AVGO icon
Broadcom
AVGO
+$405K

Sector Composition

1 Technology 14.97%
2 Financials 11.53%
3 Communication Services 5.05%
4 Healthcare 4.97%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$330K 0.09%
6,913
+391
202
$330K 0.09%
2,588
+99
203
$326K 0.09%
212
+12
204
$325K 0.09%
13,697
+652
205
$325K 0.09%
1,243
+70
206
$320K 0.09%
4,324
+125
207
$312K 0.08%
4,999
+327
208
$308K 0.08%
1,974
+94
209
$303K 0.08%
3,370
+190
210
$302K 0.08%
13,187
+746
211
$302K 0.08%
898
+58
212
$299K 0.08%
3,073
+30
213
$298K 0.08%
4,462
+212
214
$294K 0.08%
3,697
+176
215
$291K 0.08%
2,635
+195
216
$291K 0.08%
1,060
+60
217
$289K 0.08%
5,667
+370
218
$288K 0.08%
6,234
+514
219
$287K 0.08%
4,587
+176
220
$284K 0.08%
2,132
+62
221
$282K 0.08%
5,209
+385
222
$277K 0.08%
1,358
+13
223
$276K 0.07%
812
+60
224
$265K 0.07%
16,070
+1,326
225
$262K 0.07%
3,073
+227