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
726
0
727
0
728
$0 ﹤0.01%
4
729
$0 ﹤0.01%
15
730
$0 ﹤0.01%
34
731
$0 ﹤0.01%
60
732
$0 ﹤0.01%
100
+67
733
$0 ﹤0.01%
21
734
$0 ﹤0.01%
63
735
$0 ﹤0.01%
33
736
0
737
0
738
$0 ﹤0.01%
40