KF

Krilogy Financial Portfolio holdings

AUM $3.1B
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$2.1K
2
+$743

Top Sells

1
+$101K
2
+$42.6K
3
+$13K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$7.92K
5
BP icon
BP
BP
+$1.61K

Sector Composition

1 Technology 2.8%
2 Financials 2.41%
3 Industrials 2.31%
4 Healthcare 2.28%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$44K 0.01%
368
302
$43K 0.01%
185
303
$43K 0.01%
1,395
304
$43K 0.01%
988
305
$42K 0.01%
2,772
306
$42K 0.01%
650
307
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1,712
308
$42K 0.01%
1,352
309
$41K 0.01%
309
310
$41K 0.01%
954
311
$41K 0.01%
838
312
$41K 0.01%
1,950
313
$41K 0.01%
600
314
$41K 0.01%
306
315
$41K 0.01%
341
316
$41K 0.01%
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317
$41K 0.01%
1,000
318
$40K 0.01%
345
319
$40K 0.01%
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320
$40K 0.01%
296
321
$40K 0.01%
600
322
$39K 0.01%
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323
$39K 0.01%
2,000
324
$38K 0.01%
388
325
$38K 0.01%
613
11 12
13
14 15