KM
| |
Kalos Management, Inc.13F | |
| Kalos Management, Inc. | |
| Last update 2023-11-09 | 1 Stocks (1 new) |
| Value $- | Turnover 0 % |
Kalos Management, Inc. Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALTS | JanOne Inc | 0 | 0 | New Holding | 0.000 | 0% | 0.000 | +22.63% | +52.69% | 123.9 | Software | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 0 | 0 | Sold Out | 0.000 | -0.02% | 0.000 | +1.03% | +3.43% | 128,074.0 | ||
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 0 | 0 | Sold Out | 0.000 | -0.32% | 0.000 | +11.82% | +10.57% | 4,036.1 | ||
DVY | iShares Select Dividend ETF | 0 | 0 | Sold Out | 0.000 | -1.41% | 0.000 | +7.98% | +6.45% | 20,150.2 | ||
EEM | iShares MSCI Emerging Markets ETF | 0 | 0 | Sold Out | 0.000 | -0.15% | 0.000 | +15.27% | +19.98% | 18,897.7 | ||
EFA | iShares MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -0.62% | 0.000 | +10.44% | +22.35% | 65,576.0 | ||
EWX |
SPDR S&P Emerging Markets Small Cap ETF
SPDR S&P Emerging Markets Small Cap ETF
| 0 | 0 | Sold Out | 0.000 | -0.02% | 0.000 | +15.17% | +10.34% | 723.0 | ||
FDLO | Fidelity Low Volatility Factor ETF | 0 | 0 | Sold Out | 0.000 | -0.88% | 0.000 | +9.20% | +6.03% | 1,231.7 | ||
FNDB |
Schwab Fundamental U.S. Broad Market Index ETF
Schwab Fundamental U.S. Broad Market Index ETF
| 0 | 0 | Sold Out | 0.000 | -0.05% | 0.000 | +11.36% | +6.35% | 950.3 | ||
GMF | SPDR S&P Emerging Asia Pacific ETF | 0 | 0 | Sold Out | 0.000 | -0.08% | 0.000 | +15.70% | +14.29% | 373.7 |
Kalos Management, Inc.'s Historical Top Holdings Breakdowns
Kalos Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 2023-09-30 | Sold Out Sold Out | -12.23% | 49.59 ($51.92) 53.57 | $24.49 | -52.83% | Sold Out | 0 | -110,184 | |
SCHX | Schwab U.S. Large-Cap ETF | 2023-09-30 | Sold Out Sold Out | -7.06% | 50.36 ($52.63) 54.21 | $25.11 | -52.29% | Sold Out | 0 | -62,783 | |
SPY | S&P 500 ETF TRUST ETF | 2023-09-30 | Sold Out Sold Out | -6.28% | 425.88 ($444.77) 457.79 | $635.18 | 42.81% | Sold Out | 0 | -6,596 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2023-09-30 | Sold Out Sold Out | -4.25% | 47.78 ($47.94) 48.2 | $24.29 | -49.33% | Sold Out | 0 | -41,228 | |
SCHD | Schwab US Dividend Equity ETF | 2023-09-30 | Sold Out Sold Out | -3.75% | 70.63 ($73.61) 75.66 | $27.30 | -62.91% | Sold Out | 0 | -24,054 | |
VPU | Vanguard Utilities ETF | 2023-09-30 | Sold Out Sold Out | -3.31% | 127.23 ($139.87) 148.54 | $182.38 | 30.40% | Sold Out | 0 | -10,858 | |
IYH | iShares U.S. Healthcare ETF | 2023-09-30 | Sold Out Sold Out | -3.30% | 54.01 ($55.89) 57.29 | $57.04 | 2.06% | Sold Out | 0 | -5,491 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2023-09-30 | Sold Out Sold Out | -3.25% | 64.45 ($67.38) 69.39 | $28.30 | -58.00% | Sold Out | 0 | -22,557 | |
PECO | Phillips Edison & Co Inc | 2023-09-30 | Sold Out Sold Out | -3.24% | 33.1 ($34.57) 36.16 | $34.77 | 0.58% | Sold Out | 0 | -44,261 | |
VTV | Vanguard Value ETF | 2023-09-30 | Sold Out Sold Out | -3.15% | 137.93 ($143.28) 147.18 | $179.89 | 25.55% | Sold Out | 0 | -10,326 |
Kalos Management, Inc. Total Holding History ($B)
Kalos Management, Inc.'s Asset Allocation
Kalos Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Kalos Management, Inc.'s Hypothetical Growth since 2023-09-30
Kalos Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kalos Management, Inc. News
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