KG

Kilter Group Portfolio holdings

AUM $225M
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1 +$6.85M
2 +$6.8M
3 +$6.5M
4
VTV icon
Vanguard Value ETF
VTV
+$5.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.41M

Sector Composition

1 Technology 3.38%
2 Healthcare 1.79%
3 Financials 1.56%
4 Consumer Discretionary 1.18%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$15.7K 0.01%
+15
202
$15.7K 0.01%
+116
203
$15.5K 0.01%
+336
204
$15.5K 0.01%
+1,171
205
$15.4K 0.01%
+648
206
$15.4K 0.01%
+189
207
$15.2K 0.01%
+344
208
$15.2K 0.01%
+73
209
$15K 0.01%
+565
210
$14.9K 0.01%
+321
211
$14.8K 0.01%
+220
212
$14.8K 0.01%
+62
213
$14.7K 0.01%
+1,597
214
$14.7K 0.01%
+164
215
$14.7K 0.01%
+139
216
$14.6K 0.01%
+307
217
$14.3K 0.01%
+750
218
$14.2K 0.01%
+167
219
$14K 0.01%
+197
220
$13.9K 0.01%
+76
221
$13.7K 0.01%
+91
222
$13.6K 0.01%
+44
223
$13.4K 0.01%
+193
224
$13.4K 0.01%
+197
225
$12.8K 0.01%
+65