KG
Kilter Group Portfolio holdings
AUM
$190M
This Quarter Return
-1.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
-$601K
(-0.39%)
Cap. Flow
+$1.94M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
77.66%
Holding
49
New
5
Increased
16
Reduced
15
Closed
6
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$3.9M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$3.49M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.98M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$2.25M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.96M |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$5.6M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$3.33M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.01M |
| 4 |
iShares US Infrastructure ETF
IFRA
|
$1.5M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.2M |
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 1.09% |
| 3 | Consumer Staples | 1% |
| 4 | Real Estate | 0.88% |
| 5 | Communication Services | 0.74% |
