KL

KilterHowling LLC Portfolio holdings

AUM $180M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$633K
3
+$627K
4
AAPL icon
Apple
AAPL
+$544K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$390K

Top Sells

1
+$219K
2
+$6.89K
3
+$3.96K

Sector Composition

1 Technology 5.57%
2 Financials 2.44%
3 Consumer Discretionary 1.36%
4 Healthcare 1.18%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$551K 0.35%
622
27
$551K 0.35%
3,236
+2
28
$531K 0.33%
1,687
+5
29
$512K 0.32%
2,954
+3
30
$438K 0.28%
1,354
31
$384K 0.24%
6,236
+482
32
$368K 0.23%
4,343
+307
33
$347K 0.22%
1,571
34
$336K 0.21%
2,862
+3
35
$326K 0.21%
569
-12
36
$312K 0.2%
867
37
$310K 0.19%
1,581
+51
38
$309K 0.19%
4,545
39
$305K 0.19%
2,685
+96
40
$299K 0.19%
2,262
+10
41
$275K 0.17%
5,697
+365
42
$249K 0.16%
403
43
$240K 0.15%
268
44
$237K 0.15%
1,417
+1
45
$236K 0.15%
834
-14
46
$219K 0.14%
+991
47
$214K 0.13%
414
48
$212K 0.13%
+9,579
49
$202K 0.13%
+1,065
50
$98.8K 0.06%
11,729
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