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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
101
$51.5K 0.02%
145
+35
102
$51.2K 0.02%
182
+44
103
$50.7K 0.02%
1,058
+25
104
$50.6K 0.02%
154
-168
105
$50.3K 0.02%
241
106
$49K 0.02%
350
107
$47.7K 0.02%
398
108
$47.6K 0.02%
1,899
109
$46.5K 0.02%
153
+7
110
$46.3K 0.02%
686
-492
111
$44.3K 0.02%
397
112
$43.9K 0.02%
642
+9
113
$43.9K 0.02%
836
114
$43.2K 0.02%
1,119
115
$42.7K 0.02%
109
-3
116
$42.2K 0.02%
206
+10
117
$42.1K 0.02%
816
+312
118
$41.8K 0.02%
448
119
$41.7K 0.02%
1,805
-1
120
$40.9K 0.02%
755
-67
121
$40.4K 0.02%
160
122
$40.4K 0.02%
712
123
$40.2K 0.02%
82
+3
124
$39.7K 0.02%
+717
125
$39K 0.02%
852
3 4
5
6 7