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
651
$2K ﹤0.01%
100
652
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200
653
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654
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655
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656
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657
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658
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10
659
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660
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661
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2
662
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663
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28
664
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665
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666
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100
667
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200
668
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669
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670
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671
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4
672
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9
673
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674
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1,000
+800
675
$1K ﹤0.01%
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25 26
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