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
201
$99K 0.03%
350
202
$98K 0.03%
18,240
203
$96K 0.03%
2,932
-53
204
$96K 0.03%
3,208
205
$95K 0.03%
509
206
$94K 0.03%
1,909
207
$92K 0.03%
1,044
208
$92K 0.03%
6,857
209
$91K 0.03%
1,032
210
$91K 0.03%
1,300
211
$90K 0.03%
1,725
212
$90K 0.03%
833
213
$90K 0.03%
742
214
$89K 0.03%
797
215
– –
0
216
$88K 0.03%
861
217
$87K 0.03%
1,663
218
$85K 0.03%
618
-618
219
$85K 0.03%
819
220
$83K 0.03%
1,132
221
$83K 0.03%
2,278
222
$83K 0.03%
1,221
223
$82K 0.03%
1,258
224
$82K 0.03%
1,524
225
$82K 0.03%
8,400
7 8
9
10 11