HedgeMind.com >  Institutional Portfolios >  KALOS MANAGEMENT INC >  2018-09-30
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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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18
3
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17
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7
KALOS MANAGEMENT INC
Time Period2018-09-30
Total Holdings163
Total Value ($x1000)186,465
Activities
New34
Increased46
Unchanged4
Decreased79
Sold Out72
Top 10 Stock Holdingstotal 33.45%
IVW5.87
3.97
IJT3.75
IWM3.74
IJS3.48
 
EHC3.22
AVGO3.14
LLY2.17
INTC2.1
VER2.01
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVW
5.87%
S&P 500 GRWT ETF
INVESCO ...
3.97%
ETF
IJT
3.75%
SP SMCP600GR ETF
IWM
3.74%
RUSSELL 2000 ETF
IJS
3.48%
SP SMCP600VL ETF
EHC
3.22%
COM
AVGO
3.14%
COM
LLY
2.17%
COM
INTC
2.1%
COM
VER
2.01%
COM
VOO
1.84%
SHS
JNJ
1.77%
COM
LRCX
1.7%
COM
O
1.66%
COM
CMRE
1.6%
SHS
WBA
1.59%
COM
JPM
1.55%
COM
TD
1.55%
COM NEW
STAY
1.44%
UNIT 99/99/9999B
RCL
1.37%
COM
TRTN
1.36%
CL A
TXN
1.35%
COM
BBT
1.27%
COM
KLAC
1.21%
COM
ZBRA
1.19%
CL A
KEY
1.03%
COM
IYW
1.01%
U.S. TECH ETF
CVS
1%
COM
CRH
0.96%
ADR
MDC
0.91%
COM
ETE
0.9%
COM UT LTD PTN
IFSM
0.85%
DEVSMCP EXNA ETF
CWB
0.82%
BRC CNV SECS ETF
VEA
0.81%
FTSE DEV MKT ETF
PDBC
0.8%
OPTIMUM YIELD
ABERDEEN...
0.78%
ETF
AAPL
0.74%
COM
VWO
0.72%
FTSE EMR MKT ETF
IXN
0.68%
GLOBAL TECH ETF
PLNT
0.67%
CL A
HSIC
0.65%
COM
↑
ATKR
0.65%
COM
BSX
0.64%
COM
AMZN
0.6%
COM
PAA
0.58%
UNIT LTD PARTN
EWX
0.56%
S&P EMKTSC ETF
SPGI
0.56%
COM
ORLY
0.53%
COM
NCLH
0.52%
SHS
PEI
0.52%
SH BEN INT
FSIC
0.52%
COM
IYH
0.51%
US HLTHCARE ETF
CCT
0.49%
COM
QRVO
0.49%
COM
EVR
0.49%
CLASS A
IWR
0.48%
RUS MID-CAP ETF
LPLA
0.48%
COM
SLYV
0.48%
S&P 600 SMCP VAL
SCZ
0.45%
EAFE SML CP ETF
DVY
0.45%
SELECT DIVID ETF
EMB
0.42%
JP MOR EM MK ETF
↑
PICB
0.42%
INTL CORP BD
IWW
0.42%
RUS 3000 VAL ETF
VCIT
0.41%
INT-TERM CORP
IVV
0.41%
CORE S&P500 ETF
FTY
0.41%
REAL EST 50 ETF
EEMA
0.41%
MSCI EM ASIA ETF
MS
0.41%
COM NEW
SFM
0.4%
COM
GVAL
0.4%
GLOBAL VALUE ETF
IYC
0.38%
U.S. CNSM SV ETF
IYR
0.36%
U.S. REAL ES ETF
WIP
0.35%
DB INT GVT ETF
GOOG
0.34%
CAP STK CL C
EMIF
0.34%
EMGR MKT INF ETF
ASGN
0.34%
COM
GXC
0.34%
S&P CHINA ETF
UNFI
0.32%
COM
HD
0.3%
COM
KWEB
0.3%
CSI CHI INTERNET
EWT
0.3%
MSCI TAIWAN ETF
↑
CEF
0.29%
UNIT
RSX
0.29%
RUSSIA ETF
ECH
0.29%
MSCI CH CAP ETF
PGJ
0.28%
GLOBAL DRGN CN
EMQQ
0.27%
EMQQ EM INTERN
ICF
0.27%
COHEN&STEER REIT
GAA
0.27%
GLB ASSET ALLO
MU
0.27%
COM
INDA
0.26%
MSCI INDIA ETF
EPU
0.26%
ALL PERU CAP ETF
CSCO
0.26%
COM
MSFT
0.26%
COM
EWH
0.25%
MSCI HONG KG ETF
NORW
0.25%
GLOB X NOR ETF
EWO
0.24%
AUSTRIA CAPD ETF
EWG
0.24%
MSCI GERMANY ETF
T
0.24%
COM
EWY
0.23%
MSCI STH KOR ETF
AMLP
0.23%
ALERIAN MLP
EWS
0.23%
MSCI SINGPOR ETF
↑
V
0.23%
COM CL A
XOM
0.23%
COM
MCD
0.22%
COM
VZ
0.22%
COM
EWU
0.22%
MSCI UK ETF NEW
GILD
0.22%
COM
XBI
0.22%
S&P BIOTECH
EWP
0.21%
MSCI SPAN CP ETF
ACAD
0.21%
COM
BRG
0.21%
COM CL A
NEA
0.2%
COM
DIS
0.19%
COM DISNEY
HYLD
0.19%
PERITUS HIGH YLD
SPYV
0.18%
S&P 500 VALUE
GMOM
0.18%
GLB MOMENT ETF
HTGM
0.17%
COM
EFA
0.16%
MSCI EAFE ETF
SRLN
0.16%
BLKSTN GSOSRLN
BRK.B
0.16%
CL B NEW
HYG
0.15%
IBOXX HI YD ETF
↑
SYLD
0.15%
SHSHLD YIELD ETF
FS ENERG...
0.15%
COM
IPKW
0.14%
INTL BUYBACK
CNAT
0.14%
COM
FB
0.14%
CL A
QCOM
0.13%
COM
IVE
0.13%
S&P 500 VAL ETF
BCRX
0.13%
COM
KO
0.13%
COM
PG
0.13%
COM
IJH
0.13%
CORE S&P MCP ETF
BA
0.12%
COM
VTR
0.12%
COM
MA
0.12%
CL A
CVX
0.12%
COM
GOOGL
0.11%
CAP STK CL A
SPY
0.11%
TR UNIT
VUG
0.11%
GROWTH ETF
BAC
0.11%
COM
VTV
0.11%
VALUE ETF
↑
DBC
0.11%
UNIT
CBIO
0.1%
COM NEW
CTSO
0.09%
COM NEW
MAV
0.09%
COM
VKQ
0.09%
COM
GE
0.09%
COM
VSTM
0.08%
COM
FS INVT ...
0.08%
COM
PHK
0.08%
COM SHS
FS GLOBA...
0.08%
COM
SNMP
0.07%
COM UNIT REPSTG
FOLD
0.07%
COM
ESV
0.06%
SHS CLASS A
PRTK
0.06%
COM
HINES GL...
0.06%
COM
PSLV
0.03%
TR UNIT
UDF
0.03%
COM
MCC
0.03%
COM
AQXP
0.02%
COM
AUY
0.01%
COM
↑
GEMP
0.01%
COM
NMM
0.01%
UNIT LPI
AVGO
2.75%
SHS
SCHX
2.54%
US LRG CAP ETF
DIA
2.13%
UT SER 1
IJK
2.08%
S&P MC 400GR ETF
IYM
1.92%
U.S. BAS MTL ETF
MDY
1.61%
UTSER1 S&PDCRP
SCHA
1.53%
US SML CAP ETF
SCHB
1.48%
US BRD MKT ETF
SCHG
1.47%
US LCAP GR ETF
RYT
1.41%
S&P500 EQL TEC
JP MORGA...
1.31%
COM
CHD
1.28%
COM
TX
1.27%
SPON ADR
RIO
0.91%
SPONSORED ADR
EQM
0.83%
UNIT LTD PARTN
GNL
0.61%
COM NEW
CLNC
0.59%
CL A
MAR
0.56%
CL A
↑
SCHM
0.53%
US MID-CAP ETF
RTN
0.53%
COM NEW
SCHD
0.44%
US DIVIDEND EQ
AMERICAN...
0.44%
COM
AVY
0.38%
COM
LUV
0.36%
COM
AFL
0.34%
COM
BAX
0.34%
COM
NOBL
0.32%
S&P 500 ARISTO
STZ
0.32%
CL A
KEYW
0.31%
COM
SCHK
0.3%
1000 INDEX ETF
EXLS
0.3%
COM
MRK
0.3%
COM
EPOL
0.25%
MSCI POL CAP ETF
EWZ
0.23%
MSCI BRZ CAP ETF
ALG
0.23%
COM
NFLX
0.23%
COM
RTEC
0.23%
COM
THD
0.22%
MSCI THI CAP ETF
↑
MAIN
0.22%
COM
PUMP
0.21%
COM
EWI
0.21%
MSCI ITL ETF NEW
FFIV
0.2%
COM
GLD
0.17%
GOLD SHS
HYLD
0.17%
PERITUS HG YLD
NVDA
0.16%
COM
VFH
0.16%
FINANCIALS ETF
SO
0.14%
COM
HTA
0.14%
CL A NEW
GPK
0.14%
COM
NYRT
0.13%
COM
MUB
0.13%
NAT AMT FREE BD
RJF
0.12%
COM
HON
0.12%
COM
MDYG
0.12%
S&P 400 MDCP GRW
IYJ
0.12%
U.S. INDS ETF
MRTX
0.11%
COM
FNDE
0.11%
SCHWB FDT EMK LG
RSP
0.11%
S&P500 EQL WGT
↑
KNOW
0.11%
ALL CP INSIDER
WFC
0.1%
COM
MMM
0.1%
COM
CMCSA
0.1%
CL A
VTI
0.1%
TOTAL STK MKT
PBJ
0.1%
DYN FD & BEV
XLG
0.09%
S&P 500 TOP 50
SLV
0.09%
ISHARES
CSX
0.09%
COM
SIRI
0.06%
COM
BKCC
0.04%
COM
CLNY
0.04%
COM
SN
0.01%
COM
GROWLIFE...
< 0.01%
COM