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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$556K 0.04%
2,320
-75
327
$552K 0.04%
21,677
-1,150
328
$549K 0.04%
23,884
329
$548K 0.04%
6,828
-650
330
$545K 0.04%
23,900
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331
$541K 0.04%
2,422
-75
332
$540K 0.04%
7,396
-320
333
$533K 0.04%
17,721
+1,119
334
$532K 0.04%
5,940
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335
$525K 0.04%
15,520
-5,623
336
$525K 0.04%
4,857
337
$523K 0.04%
13,465
-385
338
$523K 0.04%
13,910
-1,188
339
$523K 0.04%
20,479
-345
340
$523K 0.04%
20,500
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341
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20,460
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342
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+1,300
343
$511K 0.03%
10,254
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344
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345
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19,900
346
$503K 0.03%
7,310
-1,070
347
$498K 0.03%
7,643
+155
348
$495K 0.03%
25,418
+3,518
349
$492K 0.03%
3,821
+7
350
$490K 0.03%
8,088
+763
12 13
14
15 16