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
$521M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.3%
2 Financials 2.84%
3 Consumer Discretionary 2.37%
4 Industrials 2.32%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-15,978
177
-3,435