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
$177M
AUM Growth
+$877K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$507K
3
+$478K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$473K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$420K

Top Sells

1
+$1.2M
2
+$572K
3
+$538K
4
YUM icon
Yum! Brands
YUM
+$528K
5
WMT icon
Walmart
WMT
+$510K

Sector Composition

1 Financials 10.01%
2 Consumer Staples 5.86%
3 Industrials 5.42%
4 Real Estate 4.74%
5 Healthcare 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
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