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
476
$14K ﹤0.01%
1,100
477
$14K ﹤0.01%
490
478
$13K ﹤0.01%
127
479
– –
0
480
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421
481
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565
482
$13K ﹤0.01%
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483
$13K ﹤0.01%
242
484
$13K ﹤0.01%
237
485
$13K ﹤0.01%
247
486
$13K ﹤0.01%
116
487
$13K ﹤0.01%
175
488
$13K ﹤0.01%
200
489
– –
0
490
$13K ﹤0.01%
300
491
$12K ﹤0.01%
15
492
$12K ﹤0.01%
258
493
$12K ﹤0.01%
116
494
$12K ﹤0.01%
113
-226
495
$12K ﹤0.01%
200
496
$12K ﹤0.01%
800
497
$12K ﹤0.01%
100
498
$12K ﹤0.01%
426
499
$12K ﹤0.01%
127
500
$12K ﹤0.01%
1,000
18 19
20
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