KLI

Kelman-Lazarov Inc Portfolio holdings

AUM $698M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.42M
3
+$5.04M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.84M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.6M

Top Sells

1
+$10.6M
2
+$6.15M
3
+$1.24M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.2M
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$979K

Sector Composition

1 Financials 6.79%
2 Communication Services 1.95%
3 Consumer Staples 1.69%
4 Industrials 1.6%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
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