KLI
Kelman-Lazarov Inc Portfolio holdings
AUM
$674M
1-Year Est. Return
11%
1 Year Est. Return
+11%
AUM
$617M
AUM Growth
+$66.4M
(+12%)
Holding
126
Top Buys
| 1 | +$24.9M | |
| 2 | +$3.78M | |
| 3 | +$1.32M | |
| 4 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
+$1.27M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$1.23M |
Top Sells
| 1 | +$2.4M | |
| 2 | +$2.04M | |
| 3 | +$1.19M | |
| 4 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
+$1.05M |
| 5 |
Matthews China Active ETF
MCH
|
+$1.01M |
Sector Composition
| 1 | Financials | 3.23% |
| 2 | Technology | 0.91% |
| 3 | Consumer Discretionary | 0.85% |
| 4 | Communication Services | 0.81% |
| 5 | Consumer Staples | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Altria Group
MO
$97.7B
| – | – |
-4,426
|
|