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
51
-1,201