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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
18
3
1
1
5
0
17
5
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