KLI

Kelman-Lazarov Inc Portfolio holdings

AUM $617M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$5.59M
3
+$4.77M
4
FDX icon
FedEx
FDX
+$4.56M
5
PG icon
Procter & Gamble
PG
+$4.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.34%
2 Consumer Staples 7.9%
3 Industrials 5.61%
4 Real Estate 4.72%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K 0.01%
+423
277
$10K 0.01%
+132
278
$10K 0.01%
+600
279
$10K 0.01%
+400
280
$10K 0.01%
+493
281
$9K 0.01%
+1,450
282
$9K 0.01%
+133
283
$9K 0.01%
+85
284
$9K 0.01%
+200
285
$9K 0.01%
+110
286
$9K 0.01%
+245
287
$9K 0.01%
+3,000
288
$8K ﹤0.01%
+416
289
$8K ﹤0.01%
+300
290
$8K ﹤0.01%
+507
291
$7K ﹤0.01%
+450
292
$7K ﹤0.01%
+106
293
$7K ﹤0.01%
+8
294
$7K ﹤0.01%
+200
295
$7K ﹤0.01%
+250
296
$6K ﹤0.01%
+308
297
$6K ﹤0.01%
+493
298
$5K ﹤0.01%
+81
299
$5K ﹤0.01%
+250
300
$5K ﹤0.01%
+75
10 11
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