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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$438K 0.02%
+8,945
252
$438K 0.02%
10,682
-2,015
253
$436K 0.02%
792
-15
254
$435K 0.02%
2,855
-81
255
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2,719
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256
$429K 0.02%
1,115
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257
$417K 0.02%
25,968
258
$414K 0.02%
+4,560
259
$405K 0.02%
6,000
-498
260
$403K 0.02%
1,213
261
$400K 0.02%
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262
$399K 0.02%
7,320
263
$398K 0.02%
4,328
-1,912
264
$394K 0.02%
5,915
265
$393K 0.02%
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266
$391K 0.02%
8,572
-348
267
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269
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4,214
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270
$379K 0.02%
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271
$375K 0.02%
2,614
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272
$372K 0.02%
6,325
+198
273
$370K 0.02%
+6,850
274
$370K 0.02%
6,687
+3
275
$353K 0.02%
+13,572
9 10
11
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