KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.07M
3
+$2.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.03M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.16M

Top Sells

1
+$5.71M
2
+$5.54M
3
+$4.84M
4
AAPL icon
Apple
AAPL
+$4.38M
5
NKE icon
Nike
NKE
+$3.98M

Sector Composition

1 Technology 17.79%
2 Healthcare 8.72%
3 Consumer Staples 8.3%
4 Consumer Discretionary 7.53%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$641K 0.03%
45,700
227
$636K 0.03%
9,622
+43
228
$624K 0.03%
41,546
-6,946
229
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34,136
230
$614K 0.03%
2,147
231
$597K 0.03%
2,599
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232
$591K 0.03%
4,173
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233
$584K 0.03%
6,933
234
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26,564
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235
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1,323
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236
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20,952
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237
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238
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239
$556K 0.02%
8,570
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240
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3,236
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241
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31,623
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244
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245
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9,636
246
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5,579
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247
$497K 0.02%
3,126
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248
$493K 0.02%
2,791
249
$489K 0.02%
25,590
+6,975
250
$488K 0.02%
3,885
-541
8 9
10
11 12