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
351
$0 ﹤0.01%
+2
352
$0 ﹤0.01%
+150
353
$0 ﹤0.01%
+27
354
0
355
$0 ﹤0.01%
+35
356
$0 ﹤0.01%
+10
357
$0 ﹤0.01%
+10,000
358
$0 ﹤0.01%
+15
359
$0 ﹤0.01%
+1,800
360
$0 ﹤0.01%
+5
361
$0 ﹤0.01%
+2,500
362
$0 ﹤0.01%
+9
363
$0 ﹤0.01%
+100
364
$0 ﹤0.01%
+13