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
Main Sectors:
Top Industries:
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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