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
301
$273K 0.01%
3,160
302
$273K 0.01%
2,293
-18
303
$272K 0.01%
3,456
+6
304
$270K 0.01%
+6,522
305
$266K 0.01%
2,074
306
$264K 0.01%
3,656
307
$263K 0.01%
1,514
-350
308
$261K 0.01%
3,583
309
$260K 0.01%
3,600
310
$256K 0.01%
4,398
311
$251K 0.01%
610
312
$250K 0.01%
1,916
+500
313
$247K 0.01%
+2,500
314
$247K 0.01%
1,212
315
$241K 0.01%
+1,060
316
$240K 0.01%
5,010
317
$240K 0.01%
+5,143
318
$240K 0.01%
2,571
319
$238K 0.01%
1,336
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320
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3,553
-300
321
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+905
322
$231K 0.01%
920
323
$231K 0.01%
+6,000
324
$230K 0.01%
9,400
325
$229K 0.01%
7,590
11 12
13
14 15