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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$915K 0.06%
36,445
+82
252
$910K 0.06%
25,406
-2,703
253
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33,496
-2,650
254
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33,927
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255
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-38
256
$891K 0.06%
9,091
+1,131
257
$884K 0.06%
26,000
258
$875K 0.06%
8,342
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259
$858K 0.06%
33,750
-325
260
$856K 0.06%
22,135
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261
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33,560
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262
$841K 0.06%
24,102
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263
$839K 0.06%
6,769
264
$838K 0.06%
7,540
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265
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13,654
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267
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23,756
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268
$821K 0.06%
4,411
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269
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14,212
-1,161
270
$814K 0.05%
11,830
-141
271
$796K 0.05%
17,465
272
$796K 0.05%
31,742
-600
273
$787K 0.05%
14,825
-363
274
$784K 0.05%
55,020
-780
275
$766K 0.05%
48,630
-330
9 10
11
12 13