Krilogy Financial LLC
CIK Number: 0001659047
1.54B
Market Value
217
# of Holdings
16 months
Avg. Holding Period
30.04%
Win Rate
14.93%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab U.S. Lar... | 27.55 | -0.13% | 2.82M | +282.96% | 78.63M | 8.42 | 5.24% |
| 2 | DFAU | Dimensional US ... | 40.39 | -0.07% | 1.46M | +4.34% | 58.98M | 30.53 | 3.93% |
| 3 | SCHV | Schwab U.S. Lar... | 26.80 | +0.04% | 2.21M | +150.70% | 57.49M | 16.15 | 3.83% |
| 4 | AAPL | Apple Inc. | 200.91 | +0.48% | 224.42K | -3.05% | 56.2M | 82.26 | 3.75% |
| 5 | PYLD | PIMCO ETF Trust... | 26.23 | +0.17% | 2.15M | +48.72% | 55.64M | 25.75 | 3.71% |
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