KLI
Kelman-Lazarov Inc Portfolio holdings
AUM
$617M
1-Year Return
11.98%
This Quarter Return
+2.01%
1 Year Return
+11.98%
3 Year Return
+41.15%
5 Year Return
+79.09%
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.24%
Holding
390
New
388
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$8.08M |
| 2 |
SABA
Saba Capital Income & Opportunities Fund II
SABA
|
$5.59M |
| 3 |
Invesco S&P 500 Revenue ETF
RWL
|
$4.77M |
| 4 |
FedEx
FDX
|
$4.56M |
| 5 |
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% |
