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Home > Institutional Investor > Krilogy Financial Llc > Profile

Instuitional Investor - Krilogy Financial Llc

Fund Profile
Filing Period:
Fund Name: Krilogy Financial Llc
Portfolio Value $1,499,461,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,821,392 $78,632,203 5.24%
2.
Dimensional Etf Trust
 1,456,733 $58,983,103 3.93%
3.
Schwab Strategic Trust
 FNDF 2,205,034 $57,485,233 3.83%
4.
Apple Inc.
 AAPL 224,422 $56,199,778 3.74%
5.
Pimco Etf Trust
 2,146,770 $55,644,291 3.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)