KF

Krilogy Financial Portfolio holdings

AUM $2.66B
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1 +$5.68M
2 +$5.04M
3 +$4.07M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.46M
5
AAPL icon
Apple
AAPL
+$1.88M

Sector Composition

1 Healthcare 2.68%
2 Technology 2.65%
3 Financials 2.17%
4 Industrials 2.03%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$14K ﹤0.01%
202
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750
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743
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0
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1,320
499
$12K ﹤0.01%
454
500
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206