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
376
$28K 0.01%
400
377
$28K 0.01%
312
378
$28K 0.01%
308
379
$28K 0.01%
640
380
$28K 0.01%
1,287
381
$27K 0.01%
90
382
$27K 0.01%
978
383
$26K 0.01%
2,190
384
$26K 0.01%
946
385
$26K 0.01%
546
386
$26K 0.01%
470
387
$26K 0.01%
595
388
$26K 0.01%
445
389
$26K 0.01%
516
390
$26K 0.01%
258
391
$25K 0.01%
875
392
$25K 0.01%
302
393
$25K 0.01%
1,100
394
$25K 0.01%
1,690
395
$24K 0.01%
1,389
396
$24K 0.01%
96
397
$24K 0.01%
2,480
398
$24K 0.01%
361
399
– –
0
400
$24K 0.01%
1,770
14 15
16
17 18