KF

Krilogy Financial Portfolio holdings

AUM $1.74B
1-Year Est. Return 13.85%
This Quarter Est. Return
1 Year Est. Return
+13.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$19.6M
3 +$4.16M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.55M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.77M

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 2.5%
3 Financials 2.16%
4 Industrials 2.09%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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228
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230
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231
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232
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