KLI
Kelman-Lazarov Inc Portfolio holdings
AUM
$617M
This Quarter Return
+7.32%
1 Year Return
+11.98%
3 Year Return
+41.15%
5 Year Return
+79.09%
10 Year Return
–
AUM
$311M
AUM Growth
+$311M
(+8.8%)
Cap. Flow
+$5.55M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
77.67%
Holding
87
New
5
Increased
28
Reduced
15
Closed
3
Top Buys
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$255K |
| 2 |
Schwab International Equity ETF
SCHF
|
$206K |
| 3 |
Verizon
VZ
|
$204K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$202K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$107K |
Sector Composition
| 1 | Financials | 4.94% |
| 2 | Consumer Discretionary | 1.79% |
| 3 | Industrials | 1.59% |
| 4 | Communication Services | 1.52% |
| 5 | Technology | 1.32% |
