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
$322M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1 +$800

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
526
$9K ﹤0.01%
637
527
$9K ﹤0.01%
1,500
528
$9K ﹤0.01%
339
529
$9K ﹤0.01%
257
530
0
531
$8K ﹤0.01%
6
532
$8K ﹤0.01%
212
533
$8K ﹤0.01%
225
534
$8K ﹤0.01%
46
535
$8K ﹤0.01%
149
536
$8K ﹤0.01%
200
537
$8K ﹤0.01%
76
538
$8K ﹤0.01%
334
539
$8K ﹤0.01%
200
540
$8K ﹤0.01%
200
541
$8K ﹤0.01%
100
542
$8K ﹤0.01%
255
543
$8K ﹤0.01%
77
544
$8K ﹤0.01%
130
545
$8K ﹤0.01%
347
546
$8K ﹤0.01%
91
547
$7K ﹤0.01%
300
548
$7K ﹤0.01%
114
549
$7K ﹤0.01%
1,000
550
$7K ﹤0.01%
872