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
$1.17B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$20.9M
3
+$13.7M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$12.9M
5
IBTO icon
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
+$12.5M

Top Sells

1
+$39M
2
+$26.5M
3
+$8.71M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.54M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.29M

Sector Composition

1 Technology 6.65%
2 Communication Services 4.33%
3 Consumer Discretionary 2.35%
4 Financials 1.6%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
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