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
$220M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$161K
2 +$32.4K
3 +$29.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.57K

Top Sells

1 +$6.06M
2 +$588K
3 +$542K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$524K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$512K

Sector Composition

1 Financials 6.09%
2 Industrials 1.94%
3 Consumer Discretionary 1.61%
4 Communication Services 1.54%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,438