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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
126
$38.1K 0.02%
159
+15
127
$37.8K 0.02%
175
-25
128
$37.7K 0.02%
450
+63
129
$37.7K 0.02%
79
+10
130
$36.7K 0.02%
1,000
131
$36K 0.02%
450
132
$35.4K 0.02%
223
+52
133
$35.4K 0.02%
495
134
$35.3K 0.02%
443
+56
135
$35.2K 0.02%
49
+13
136
$35.2K 0.02%
270
137
$35.1K 0.02%
393
-23
138
$33.8K 0.02%
202
+40
139
$33.8K 0.02%
14,500
+1,500
140
$33.5K 0.02%
236
+2
141
$33.5K 0.02%
49
+4
142
$33.2K 0.02%
299
+3
143
$33K 0.02%
455
+24
144
$32.9K 0.02%
246
+38
145
$32.1K 0.02%
93
-16
146
$31.9K 0.02%
562
147
$31.2K 0.01%
252
+34
148
$31.1K 0.01%
187
+77
149
$31.1K 0.01%
317
+37
150
$31K 0.01%
200
+81
4 5
6
7 8