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
276
$763K 0.05%
42,813
+8,215
277
$762K 0.05%
30,014
278
$759K 0.05%
29,390
+100
279
$749K 0.05%
30,436
+19
280
$749K 0.05%
6,472
281
$740K 0.05%
29,250
-750
282
$736K 0.05%
6,250
-300
283
$735K 0.05%
29,200
-800
284
$730K 0.05%
9,904
+1,386
285
$727K 0.05%
28,968
+2,085
286
$727K 0.05%
28,300
-500
287
$725K 0.05%
9,336
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288
$724K 0.05%
8,628
-100
289
$723K 0.05%
7,973
-2,855
290
$722K 0.05%
8,475
+90
291
$720K 0.05%
20,694
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292
$718K 0.05%
29,111
293
$712K 0.05%
27,944
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294
$698K 0.05%
27,751
+1,290
295
$690K 0.05%
7,985
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296
$684K 0.05%
7,375
297
$680K 0.05%
3,239
+684
298
$678K 0.05%
26,150
-1,350
299
$677K 0.05%
8,999
+629
300
$674K 0.05%
8,801
10 11
12
13 14