Krilogy Financial LLC

CIK Number: 0001659047

1.45B
Market Value
172
# of Holdings
16 months
Avg. Holding Period
68.84%
Win Rate
-0.47%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Schwab Strategi...
27.84
-0.11% 736.74K -3.19% 76.75M 33.18 5.28%
2 Schwab Strategi...
25.98
-0.33% 879.55K -19.74% 70.69M 35.73 4.87%
3 Dimensional Etf...
40.43
-0.15% 1.40M +2.49% 55.41M 30.1 3.81%
4 Apple Inc
243.86
-2.62% 231.49K +0.65% 53.94M 119.62 3.71%
5
Select Sector S...
232.01
-0.22% 170.99K -5.69% 38.60M 119.57 2.66%

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