
Krilogy Financial LLC
CIK Number: 0001659047
1.5B
Market Value
216
# of Holdings
16 months
Avg. Holding Period
30.17%
Win Rate
10.35%
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... | 25.07 | +0.22% | 2.82M | +282.96% | 78.63M | 8.42 | 5.24% |
2 | DFAU | Dimensional US ... | 38.48 | +0.61% | 1.46M | +4.34% | 58.98M | 30.53 | 3.93% |
3 | SCHV | Schwab U.S. Lar... | 26.61 | +1.12% | 2.21M | +150.70% | 57.49M | 16.15 | 3.83% |
4 | AAPL | Apple Inc. | 222.78 | +2.24% | 224.42K | -3.05% | 56.2M | 82.26 | 3.75% |
5 | PYLD | PIMCO ETF Trust... | 26.34 | +0.09% | 2.15M | +48.72% | 55.64M | 25.75 | 3.71% |
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