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Kalos Management, Inc.

13F
Kalos Management, Inc.
Last update 2023-11-09 1 Stocks (1 new)
Value $- Turnover 0 %
Countries:
Top Holdings:
Kalos Management, Inc. Top Holdings of 2023-09-30 View Full List
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
+32.30%
+56.77%
127.2
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
+1.65%
+3.49%
128,152.2
 
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
0
0
Sold Out
0.000
-0.32%
0.000
+13.04%
+10.65%
4,038.9
 
DVY
iShares Select Dividend ETF
0
0
Sold Out
0.000
-1.41%
0.000
+10.18%
+7.35%
20,321.8
 
EEM
iShares MSCI Emerging Markets ETF
0
0
Sold Out
0.000
-0.15%
0.000
+17.16%
+20.55%
18,987.0
 
EFA
iShares MSCI EAFE ETF
0
0
Sold Out
0.000
-0.62%
0.000
+12.66%
+23.17%
66,015.9
 
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
+17.08%
+10.55%
724.3
 
FDLO
Fidelity Low Volatility Factor ETF
0
0
Sold Out
0.000
-0.88%
0.000
+9.98%
+5.96%
1,230.9
 
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
+13.87%
+6.98%
956.0
 
GMF
SPDR S&P Emerging Asia Pacific ETF
0
0
Sold Out
0.000
-0.08%
0.000
+17.26%
+14.51%
374.5
 

Kalos Management, Inc.'s Historical Top Holdings Breakdowns

Kalos Management, Inc.'s Top Stock Picks View Full List
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%
â—Ź
49.59 ($51.92) 53.57
$24.48
-52.85%
Sold Out
0
-110,184
SCHX
Schwab U.S. Large-Cap ETF
2023-09-30
Sold Out
Sold Out
-7.06%
â—Ź
50.36 ($52.63) 54.21
$25.12
-52.27%
Sold Out
0
-62,783
SPY
S&P 500 ETF TRUST ETF
2023-09-30
Sold Out
Sold Out
-6.28%
â—Ź
425.88 ($444.77) 457.79
$634.21
42.59%
Sold Out
0
-6,596
SCHO
Schwab Short-Term U.S. Treasury ETF
2023-09-30
Sold Out
Sold Out
-4.25%
â—Ź
47.78 ($47.94) 48.2
$24.30
-49.31%
Sold Out
0
-41,228
SCHD
Schwab US Dividend Equity ETF
2023-09-30
Sold Out
Sold Out
-3.75%
â—Ź
70.63 ($73.61) 75.66
$27.38
-62.80%
Sold Out
0
-24,054
VPU
Vanguard Utilities ETF
2023-09-30
Sold Out
Sold Out
-3.31%
â—Ź
127.23 ($139.87) 148.54
$182.52
30.49%
Sold Out
0
-10,858
IYH
iShares U.S. Healthcare ETF
2023-09-30
Sold Out
Sold Out
-3.30%
â—Ź
54.01 ($55.89) 57.29
$57.26
2.45%
Sold Out
0
-5,491
SCHV
Schwab U.S. Large-Cap Value ETF
2023-09-30
Sold Out
Sold Out
-3.25%
â—Ź
64.45 ($67.38) 69.39
$28.40
-57.85%
Sold Out
0
-22,557
PECO
Phillips Edison & Co Inc
2023-09-30
Sold Out
Sold Out
-3.24%
â—Ź
33.1 ($34.57) 36.16
$34.82
0.72%
Sold Out
0
-44,261
VTV
Vanguard Value ETF
2023-09-30
Sold Out
Sold Out
-3.15%
â—Ź
137.93 ($143.28) 147.18
$180.57
26.03%
Sold Out
0
-10,326

Kalos Management, Inc. Total Holding History ($B)

To

Kalos Management, Inc.'s Asset Allocation

To

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

  • 1

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