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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
19
2
1
2
3
0
17
5
8
KALOS MANAGEMENT INC

Time Period2019-03-31

Total Holdings152

Total Value ($x1000)154,724
Activities
New0

Increased10

Unchanged0

Decreased142

Sold Out42

Top 10 Stock Holdingstotal 29.69%
IVW4.91

AVGO3.33

SPY3.01

QQQ2.82

DIA2.71

 
IYR2.7

IVE2.68

VER2.6

EHC2.58

LLY2.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVW
4.91%
S&P 500 GRWT ETF
AVGO
3.33%
COM
SPY
3.01%
TR UNIT
QQQ
2.82%
UNIT SER 1
DIA
2.71%
UT SER 1
IYR
2.7%
U.S. REAL ES ETF
IVE
2.68%
S&P 500 VAL ETF
VER
2.6%
COM
EHC
2.58%
COM
LLY
2.35%
COM
INTC
2.1%
COM
SCHG
2%
US LCAP GR ETF
VOO
1.98%
SHS
MBB
1.73%
MBS ETF
JNJ
1.7%
COM
SLYV
1.68%
S&P 600 SMCP VAL
LRCX
1.61%
COM
WBA
1.49%
COM
ARI
1.46%
COM
JPM
1.37%
COM
TXN
1.3%
COM
TRTN
1.3%
CL A
TD
1.27%
COM NEW
BBT
1.15%
COM
CWB
1.13%
BRC CNV SECS ETF
ZBRA
1.12%
CL A
STAY
1.11%
UNIT 99/99/9999B
CMRE
1.09%
SHS
KLAC
1.08%
COM
RCL
1.07%
COM
FSIC
0.96%
COM
SGOL
0.92%
PHYSCL SWISS GLD
MDC
0.91%
COM
VEA
0.87%
FTSE DEV MKT ETF
IFSM
0.85%
DEVSMCP EXNA ETF
CVS
0.85%
COM
GNL
0.84%
COM NEW
CLNC
0.83%
CL A
CRH
0.82%
ADR
VWO
0.81%
FTSE EMR MKT ETF
KEY
0.8%
COM
PDBC
0.75%
OPTIMUM YIELD
PSX
0.71%
COM
AAPL
0.71%
COM
EWX
0.65%
S&P EMKTSC ETF
PLNT
0.64%
CL A
BSX
0.63%
COM
AMZN
0.62%
COM
IYH
0.61%
US HLTHCARE ETF
ORLY
0.6%
COM
AFIN
0.59%
COM CLASS A
DVY
0.55%
SELECT DIVID ETF
FTY
0.55%
REAL EST 50 ETF
ATKR
0.51%
COM
LPLA
0.5%
COM
IWW
0.49%
RUS 3000 VAL ETF
NOBL
0.47%
S&P 500 ARISTO
IWR
0.46%
RUS MID-CAP ETF
EEMA
0.45%
MSCI EM ASIA ETF
GVAL
0.43%
GLOBAL VALUE ETF
QRVO
0.43%
COM
VCIT
0.43%
INT-TERM CORP
IVV
0.43%
CORE S&P500 ETF
VTR
0.43%
COM
NCLH
0.42%
SHS
EMIF
0.42%
EMGR MKT INF ETF
PICB
0.42%
INTL CORP BD
MRK
0.42%
COM
EMB
0.41%
JP MOR EM MK ETF
GOOG
0.4%
CAP STK CL C
MS
0.38%
COM NEW
SFM
0.38%
COM
EVR
0.38%
CLASS A
SCZ
0.38%
EAFE SML CP ETF
PEI
0.37%
SH BEN INT
CEF
0.36%
UNIT
WIP
0.35%
DB INT GVT ETF
MCD
0.33%
COM
T
0.32%
COM
AMLP
0.31%
ALERIAN MLP
VZ
0.31%
COM
GAA
0.31%
GLB ASSET ALLO
ICF
0.3%
COHEN&STEER REIT
MAIN
0.3%
COM
MSFT
0.29%
COM
GXC
0.29%
S&P CHINA ETF
ASGN
0.28%
COM
HD
0.28%
COM
IWM
0.27%
RUSSELL 2000 ETF
INDA
0.27%
MSCI INDIA ETF
IYW
0.26%
U.S. TECH ETF
KO
0.26%
COM
ECH
0.26%
MSCI CH CAP ETF
CSCO
0.26%
COM
EPU
0.25%
ALL PERU CAP ETF
MU
0.25%
COM
RSX
0.25%
RUSSIA ETF
EWT
0.24%
MSCI TAIWAN ETF
ACAD
0.24%
COM
BA
0.24%
COM
DIS
0.24%
COM DISNEY
KWEB
0.23%
CSI CHI INTERNET
EWH
0.23%
MSCI HONG KG ETF
PGJ
0.23%
GLOBAL DRGN CN
BRG
0.22%
COM CL A
V
0.22%
COM CL A
EMQQ
0.22%
EMQQ EM INTERN
EWS
0.2%
MSCI SINGPOR ETF
EWY
0.2%
MSCI STH KOR ETF
EWG
0.2%
MSCI GERMANY ETF
GMOM
0.19%
GLB MOMENT ETF
XBI
0.19%
S&P BIOTECH
EWP
0.19%
MSCI SPAN CP ETF
EWO
0.19%
AUSTRIA CAPD ETF
UNP
0.19%
COM
NORW
0.19%
GLOB X NOR ETF
BRK.B
0.18%
CL B NEW
XOM
0.18%
COM
EWU
0.18%
MSCI UK ETF NEW
PG
0.18%
COM
SPYV
0.18%
S&P 500 VALUE
GILD
0.17%
COM
SYLD
0.17%
SHSHLD YIELD ETF
FS ENERG...
0.17%
COM
IPKW
0.17%
INTL BUYBACK
IJT
0.16%
SP SMCP600GR ETF
EFA
0.15%
MSCI EAFE ETF
FDX
0.15%
COM
BCRX
0.14%
COM
MA
0.14%
CL A
VTI
0.14%
TOTAL STK MKT
QCOM
0.14%
COM
ARCC
0.14%
COM
VTV
0.13%
VALUE ETF
UNFI
0.13%
COM
IJH
0.13%
CORE S&P MCP ETF
CVX
0.13%
COM
VUG
0.12%
GROWTH ETF
GLD
0.12%
GOLD SHS
FB
0.12%
CL A
HTGM
0.1%
COM
DBC
0.1%
UNIT
PHK
0.1%
COM SHS
UDF
0.09%
COM
PRTK
0.09%
COM
CBIO
0.08%
COM NEW
FS INVT ...
0.08%
COM
GE
0.08%
COM
FS GLOBA...
0.08%
COM
CTSO
0.07%
COM NEW
CLNY
0.07%
CL A COM
FOLD
0.07%
COM
SCHX
2.92%
US LRG CAP ETF
SCHA
1.76%
US SML CAP ETF
SCHB
1.7%
US BRD MKT ETF
RYT
1.61%
S&P500 EQL TEC
SLYG
1.13%
S&P 600 SMCP GRW
SCHM
0.61%
US MID-CAP ETF
IXN
0.56%
GLOBAL TECH ETF
HSIC
0.54%
COM
SCHD
0.51%
US DIVIDEND EQ
SPGI
0.45%
COM
PAA
0.42%
UNIT LTD PARTN
LUV
0.39%
COM
KEYW
0.35%
COM
SCHK
0.35%
1000 INDEX ETF
NEA
0.18%
COM
HYLD
0.13%
PERITUS HIGH YLD
MDYG
0.13%
S&P 400 MDCP GRW
FNDE
0.13%
SCHWB FDT EMK LG
CSX
0.13%
COM
KNOW
0.13%
ALL CP INSIDER
LORD ABB...
0.13%
COM
RYH
0.13%
S&P500 EQL HLT
SRLN
0.12%
BLKSTN GSOSRLN
HYG
0.12%
IBOXX HI YD ETF
XLG
0.11%
S&P 500 TOP 50
MAV
0.09%
COM
VKQ
0.08%
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
POTNETWO...
< 0.01%
COM
SN
< 0.01%
COM
GROWLIFE...
< 0.01%
COM