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KG

Kilter Group Portfolio holdings

AUM $232M
1-Year Est. Return 19.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,337
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$5.21M
3
+$4.11M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.62M
5
VTV icon
Vanguard Value ETF
VTV
+$2.14M

Top Sells

1
+$4.78M
2
+$4.2M
3
+$4.14M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.22M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.99M

Sector Composition

1 Technology 3.52%
2 Healthcare 1.76%
3 Financials 1.48%
4 Communication Services 1.41%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83.6K 0.04%
147
+7
77
$80.6K 0.04%
1,986
78
$79.3K 0.04%
1,899
79
$78.7K 0.04%
+1,726
80
$77.2K 0.04%
1,986
81
$76.7K 0.04%
670
-15
82
$74.9K 0.04%
664
+61
83
$72.9K 0.03%
832
84
$71.2K 0.03%
330
+16
85
$69.1K 0.03%
413
+19
86
$66.4K 0.03%
87
+3
87
$65.7K 0.03%
71
+7
88
$63.9K 0.03%
2,506
+2,484
89
$62.8K 0.03%
300
90
$60.8K 0.03%
183
+15
91
$60.7K 0.03%
653
+35
92
$60K 0.03%
329
+19
93
$56.6K 0.03%
2,430
-383
94
$56K 0.03%
779
-1
95
$54.8K 0.03%
1,137
+984
96
$54.5K 0.03%
1,931
+811
97
$54K 0.03%
334
+64
98
$53.7K 0.03%
179
+24
99
$53.2K 0.03%
264
+2
100
$51.7K 0.02%
863
+12
2 3
4
5 6