KLI
Kelman-Lazarov Inc Portfolio holdings
AUM
$617M
This Quarter Return
-0.58%
1 Year Return
+11.98%
3 Year Return
+41.15%
5 Year Return
+79.09%
10 Year Return
–
AUM
$551M
AUM Growth
+$551M
(-0.83%)
Cap. Flow
-$527K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
58.18%
Holding
123
New
14
Increased
62
Reduced
37
Closed
7
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$20.9M |
| 2 |
iShares MBS ETF
MBB
|
$4.5M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.08M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.05M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.02M |
Top Sells
Sector Composition
| 1 | Financials | 3.83% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Technology | 0.8% |
| 4 | Communication Services | 0.75% |
| 5 | Consumer Staples | 0.61% |
