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
326
$226K 0.01%
+6,939
327
$225K 0.01%
+2,636
328
$224K 0.01%
2,791
329
$224K 0.01%
12,955
-510
330
$224K 0.01%
+6,500
331
$224K 0.01%
1,446
-300
332
$223K 0.01%
+1,545
333
$222K 0.01%
+11,166
334
$220K 0.01%
+3,088
335
$220K 0.01%
3,110
-1,385
336
$217K 0.01%
+2,230
337
$213K 0.01%
2,946
-61
338
$211K 0.01%
+3,531
339
$211K 0.01%
17,270
340
$210K 0.01%
+2,220
341
$207K 0.01%
+900
342
$206K 0.01%
+13,677
343
$205K 0.01%
+3,716
344
$204K 0.01%
+2,105
345
$200K 0.01%
+3,480
346
$200K 0.01%
+1,309
347
$193K 0.01%
16,810
348
$181K 0.01%
21,921
+459
349
$180K 0.01%
20,161
+1
350
$178K 0.01%
53,000
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