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
251
$486K 0.02%
2,129
252
$485K 0.02%
3,825
253
$476K 0.02%
6,310
-400
254
$476K 0.02%
6,322
-196
255
$468K 0.02%
3,892
+50
256
$467K 0.02%
4,285
+185
257
$457K 0.02%
2,126
-150
258
$452K 0.02%
4,575
259
$452K 0.02%
4,795
-400
260
$452K 0.02%
13,509
+8
261
$452K 0.02%
5,081
+330
262
$446K 0.02%
9,979
-7,787
263
$445K 0.02%
4,701
-5,613
264
$437K 0.02%
999
+100
265
$434K 0.02%
4,922
-46
266
$421K 0.02%
28,212
+401
267
$420K 0.02%
1,537
-52
268
$404K 0.02%
31,650
-7,750
269
$395K 0.02%
2,019
-43
270
$391K 0.02%
+1,956
271
$385K 0.02%
6,011
+955
272
$384K 0.02%
7,438
-1,825
273
$375K 0.02%
671
274
$373K 0.02%
3,011
-472
275
$373K 0.02%
5,789
-512
9 10
11
12 13