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
326
$38K 0.01%
287
327
$38K 0.01%
2,000
328
$38K 0.01%
506
329
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231
330
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483
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2,605
333
$36K 0.01%
352
334
$36K 0.01%
800
335
$36K 0.01%
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336
$36K 0.01%
582
337
$35K 0.01%
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338
$35K 0.01%
1,453
339
$35K 0.01%
413
340
$35K 0.01%
797
341
$34K 0.01%
514
342
$34K 0.01%
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343
$34K 0.01%
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344
$34K 0.01%
521
345
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346
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347
$34K 0.01%
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348
$33K 0.01%
1,000
349
$33K 0.01%
665
350
$33K 0.01%
267
12 13
14
15 16