KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$3.3M
2
+$2.23M
3
+$2.21M
4
LLY icon
Eli Lilly
LLY
+$1.98M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.2M

Top Sells

1
+$6.36M
2
+$5.81M
3
+$5.06M
4
AAPL icon
Apple
AAPL
+$4.69M
5
NKE icon
Nike
NKE
+$4.29M

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
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7,390
280
$358K 0.02%
8,490
+184
281
$357K 0.02%
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-250
282
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6,970
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283
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5,736
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284
$351K 0.02%
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285
$351K 0.02%
6,035
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286
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287
$345K 0.01%
675
288
$344K 0.01%
2,238
289
$344K 0.01%
230
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290
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+12,465
291
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292
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294
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295
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296
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4,871
297
$326K 0.01%
8,214
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298
$319K 0.01%
695
299
$319K 0.01%
2,782
-500
300
$319K 0.01%
4,151
+312
10 11
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