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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
151
$31K 0.01%
369
+27
152
$30.4K 0.01%
221
153
$29.1K 0.01%
201
+16
154
$28.6K 0.01%
117
155
$28.5K 0.01%
155
+35
156
$28.5K 0.01%
430
+121
157
$28.1K 0.01%
223
+9
158
$28K 0.01%
59
+12
159
$27.9K 0.01%
612
+196
160
$27.5K 0.01%
116
-37
161
$27.3K 0.01%
36
+4
162
$27K 0.01%
151
+50
163
$26.8K 0.01%
126
+19
164
$26.8K 0.01%
274
-5
165
$26.2K 0.01%
596
+104
166
$26K 0.01%
400
+100
167
$25.9K 0.01%
432
+36
168
$25.7K 0.01%
601
+513
169
$25.6K 0.01%
810
170
$25.5K 0.01%
1,083
+266
171
$25.5K 0.01%
69
-5
172
$25.3K 0.01%
174
+58
173
$24.8K 0.01%
185
+15
174
$24.6K 0.01%
353
+13
175
$24.4K 0.01%
615
-422
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7
8 9