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
301
$313K 0.01%
1,000
302
$312K 0.01%
4,310
-1,873
303
$312K 0.01%
8,259
-2,133
304
$311K 0.01%
+4,496
305
$309K 0.01%
2,070
+189
306
$308K 0.01%
6,199
+52
307
$305K 0.01%
5,265
308
$303K 0.01%
5,028
309
$298K 0.01%
2,250
+38
310
$296K 0.01%
4,300
311
$292K 0.01%
4,264
312
$289K 0.01%
3,379
-665
313
$281K 0.01%
6,939
314
$279K 0.01%
1,764
315
$278K 0.01%
2,144
+21
316
$277K 0.01%
2,473
317
$274K 0.01%
5,748
-5,236
318
$273K 0.01%
8,906
-2,180
319
$271K 0.01%
21,826
+1,181
320
$271K 0.01%
3,372
-132
321
$269K 0.01%
2,965
-270
322
$268K 0.01%
826
-1,500
323
$268K 0.01%
1,359
-66
324
$267K 0.01%
1,759
325
$264K 0.01%
11,029
-778
11 12
13
14 15