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
276
$343K 0.02%
7,300
+10
277
$336K 0.02%
11,500
+750
278
$332K 0.02%
3,050
279
$331K 0.02%
+3,166
280
$329K 0.02%
4,850
281
$325K 0.02%
5,788
282
$317K 0.02%
3,723
+58
283
$314K 0.02%
4,924
284
$313K 0.02%
+3,295
285
$313K 0.02%
2,226
286
$312K 0.02%
1,353
287
$309K 0.01%
1,757
288
$303K 0.01%
2,467
+300
289
$298K 0.01%
7,470
-325
290
$297K 0.01%
1,188
291
$294K 0.01%
6,339
292
$289K 0.01%
6,508
-1,850
293
$289K 0.01%
6,111
294
$288K 0.01%
759
-16
295
$288K 0.01%
+4,120
296
$284K 0.01%
+4,123
297
$284K 0.01%
2,473
298
$279K 0.01%
+3,480
299
$278K 0.01%
8,685
+50
300
$273K 0.01%
+7,604
10 11
12
13 14