HedgeMind.com >  Institutional Portfolios >  KALOS MANAGEMENT INC >  2018-12-31
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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20
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18
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9
KALOS MANAGEMENT INC
Time Period2018-12-31
Total Holdings194
Total Value ($x1000)205,360
Activities
New40
Increased84
Unchanged6
Decreased64
Sold Out9
Top 10 Stock Holdingstotal 26.07%
IVW4.16
SCHX2.92
AVGO2.82
SPY2.55
QQQ2.39
 
DIA2.3
IYR2.28
IVE2.26
VER2.2
EHC2.19
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVW
4.16%
S&P 500 GRWT ETF
SCHX
2.92%
US LRG CAP ETF
AVGO
2.82%
COM
SPY
2.55%
TR UNIT
QQQ
2.39%
UNIT SER 1
DIA
2.3%
UT SER 1
IYR
2.28%
U.S. REAL ES ETF
IVE
2.26%
S&P 500 VAL ETF
VER
2.2%
COM
EHC
2.19%
COM
LLY
1.99%
COM
INTC
1.78%
COM
SCHA
1.76%
US SML CAP ETF
SCHB
1.7%
US BRD MKT ETF
SCHG
1.69%
US LCAP GR ETF
VOO
1.68%
SHS
RYT
1.61%
S&P500 EQL TEC
MBB
1.46%
MBS ETF
JNJ
1.44%
COM
SLYV
1.42%
S&P 600 SMCP VAL
LRCX
1.37%
COM
WBA
1.27%
COM
ARI
1.24%
COM
JPM
1.16%
COM
SLYG
1.13%
S&P 600 SMCP GRW
TXN
1.1%
COM
TRTN
1.1%
CL A
TD
1.08%
COM NEW
BBT
0.97%
COM
CWB
0.96%
BRC CNV SECS ETF
ZBRA
0.95%
CL A
STAY
0.94%
UNIT 99/99/9999B
CMRE
0.92%
SHS
KLAC
0.91%
COM
RCL
0.91%
COM
FSIC
0.82%
COM
SGOL
0.78%
PHYSCL SWISS GLD
MDC
0.77%
COM
VEA
0.74%
FTSE DEV MKT ETF
IFSM
0.72%
DEVSMCP EXNA ETF
CVS
0.72%
COM
↑
GNL
0.71%
COM NEW
CLNC
0.7%
CL A
CRH
0.69%
ADR
VWO
0.69%
FTSE EMR MKT ETF
KEY
0.68%
COM
PDBC
0.63%
OPTIMUM YIELD
SCHM
0.61%
US MID-CAP ETF
PSX
0.6%
COM
AAPL
0.6%
COM
IXN
0.56%
GLOBAL TECH ETF
EWX
0.55%
S&P EMKTSC ETF
PLNT
0.54%
CL A
HSIC
0.54%
COM
BSX
0.54%
COM
AMZN
0.53%
COM
IYH
0.52%
US HLTHCARE ETF
SCHD
0.51%
US DIVIDEND EQ
ORLY
0.51%
COM
AFIN
0.5%
COM CLASS A
DVY
0.47%
SELECT DIVID ETF
↑
FTY
0.46%
REAL EST 50 ETF
SPGI
0.45%
COM
ATKR
0.43%
COM
PAA
0.42%
UNIT LTD PARTN
LPLA
0.42%
COM
IWW
0.42%
RUS 3000 VAL ETF
NOBL
0.4%
S&P 500 ARISTO
LUV
0.39%
COM
IWR
0.39%
RUS MID-CAP ETF
EEMA
0.38%
MSCI EM ASIA ETF
GVAL
0.37%
GLOBAL VALUE ETF
QRVO
0.36%
COM
VCIT
0.36%
INT-TERM CORP
IVV
0.36%
CORE S&P500 ETF
VTR
0.36%
COM
NCLH
0.36%
SHS
EMIF
0.36%
EMGR MKT INF ETF
PICB
0.36%
INTL CORP BD
MRK
0.35%
COM
KEYW
0.35%
COM
↑
EMB
0.35%
JP MOR EM MK ETF
SCHK
0.35%
1000 INDEX ETF
GOOG
0.34%
CAP STK CL C
MS
0.32%
COM NEW
SFM
0.32%
COM
EVR
0.32%
CLASS A
SCZ
0.32%
EAFE SML CP ETF
PEI
0.31%
SH BEN INT
CEF
0.3%
UNIT
WIP
0.3%
DB INT GVT ETF
MCD
0.28%
COM
T
0.27%
COM
AMLP
0.27%
ALERIAN MLP
GAA
0.26%
GLB ASSET ALLO
VZ
0.26%
COM
MAIN
0.25%
COM
ICF
0.25%
COHEN&STEER REIT
MSFT
0.25%
COM
GXC
0.25%
S&P CHINA ETF
HD
0.23%
COM
↑
ASGN
0.23%
COM
IWM
0.23%
RUSSELL 2000 ETF
INDA
0.23%
MSCI INDIA ETF
IYW
0.22%
U.S. TECH ETF
KO
0.22%
COM
ECH
0.22%
MSCI CH CAP ETF
CSCO
0.22%
COM
EPU
0.22%
ALL PERU CAP ETF
MU
0.21%
COM
RSX
0.21%
RUSSIA ETF
EWT
0.21%
MSCI TAIWAN ETF
ACAD
0.2%
COM
BA
0.2%
COM
DIS
0.2%
COM DISNEY
KWEB
0.2%
CSI CHI INTERNET
EWH
0.19%
MSCI HONG KG ETF
PGJ
0.19%
GLOBAL DRGN CN
V
0.19%
COM CL A
BRG
0.19%
COM CL A
EMQQ
0.19%
EMQQ EM INTERN
↑
NEA
0.18%
COM
EWS
0.17%
MSCI SINGPOR ETF
EWY
0.17%
MSCI STH KOR ETF
EWG
0.17%
MSCI GERMANY ETF
GMOM
0.16%
GLB MOMENT ETF
XBI
0.16%
S&P BIOTECH
EWP
0.16%
MSCI SPAN CP ETF
EWO
0.16%
AUSTRIA CAPD ETF
UNP
0.16%
COM
NORW
0.16%
GLOB X NOR ETF
BRK.B
0.16%
CL B NEW
XOM
0.16%
COM
EWU
0.15%
MSCI UK ETF NEW
PG
0.15%
COM
SPYV
0.15%
S&P 500 VALUE
GILD
0.15%
COM
SYLD
0.14%
SHSHLD YIELD ETF
FS ENERG...
0.14%
COM
IPKW
0.14%
INTL BUYBACK
HYLD
0.13%
PERITUS HIGH YLD
↑
MDYG
0.13%
S&P 400 MDCP GRW
IJT
0.13%
SP SMCP600GR ETF
EFA
0.13%
MSCI EAFE ETF
FDX
0.13%
COM
FNDE
0.13%
SCHWB FDT EMK LG
CSX
0.13%
COM
RYH
0.13%
S&P500 EQL HLT
LORD ABB...
0.13%
COM
KNOW
0.13%
ALL CP INSIDER
SRLN
0.12%
BLKSTN GSOSRLN
BCRX
0.12%
COM
MA
0.12%
CL A
HYG
0.12%
IBOXX HI YD ETF
VTI
0.12%
TOTAL STK MKT
QCOM
0.12%
COM
ARCC
0.11%
COM
VTV
0.11%
VALUE ETF
UNFI
0.11%
COM
XLG
0.11%
S&P 500 TOP 50
IJH
0.11%
CORE S&P MCP ETF
↑
CVX
0.11%
COM
VUG
0.1%
GROWTH ETF
GLD
0.1%
GOLD SHS
FB
0.1%
CL A
HTGM
0.09%
COM
MAV
0.09%
COM
DBC
0.08%
UNIT
VKQ
0.08%
COM
PHK
0.08%
COM SHS
UDF
0.08%
COM
PRTK
0.08%
COM
CBIO
0.07%
COM NEW
FS INVT ...
0.07%
COM
GE
0.07%
COM
FS GLOBA...
0.07%
COM
CTSO
0.06%
COM NEW
CLNY
0.06%
CL A COM
FOLD
0.06%
COM
HINES GL...
0.05%
COM
CNAT
0.05%
COM
↑
SNMP
0.05%
COM UNIT REPSTG
VSTM
0.05%
COM
IOVA
0.05%
COM
BKCC
0.04%
COM
PSLV
0.03%
TR UNIT
ESV
0.02%
SHS CLASS A
AQXP
0.02%
COM
MCC
0.02%
COM
AUY
0.01%
COM
GEMP
< 0.01%
COM
SN
< 0.01%
COM
POTNETWO...
< 0.01%
COM
GROWLIFE...
< 0.01%
COM
INVESCO ...
3.97%
ETF
IJS
3.48%
SP SMCP600VL ETF
O
1.66%
COM
ETE
0.9%
COM UT LTD PTN
CCT
0.49%
COM
IYC
0.38%
U.S. CNSM SV ETF
GOOGL
0.11%
CAP STK CL A
↑
BAC
0.11%
COM
NMM
0.01%
UNIT LPI