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
276
$368K 0.02%
3,975
-2,066
277
$367K 0.02%
6,415
-952
278
$367K 0.02%
7,566
279
$364K 0.02%
7,390
280
$358K 0.02%
8,490
+184
281
$357K 0.02%
3,092
-250
282
$353K 0.02%
6,970
-213
283
$353K 0.02%
5,736
+533
284
$351K 0.02%
20,939
285
$351K 0.02%
6,035
+1,200
286
$349K 0.02%
8,601
-350
287
$345K 0.01%
675
288
$344K 0.01%
2,238
289
$344K 0.01%
230
-58
290
$342K 0.01%
+12,465
291
$339K 0.01%
2,100
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292
$335K 0.01%
9,976
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293
$334K 0.01%
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294
$331K 0.01%
5,189
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295
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8,945
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296
$326K 0.01%
4,871
297
$326K 0.01%
8,214
-414
298
$319K 0.01%
695
299
$319K 0.01%
2,782
-500
300
$319K 0.01%
4,151
+312
10 11
12
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