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
$2.32B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.07M
3
+$2.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.03M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.16M

Top Sells

1
+$5.71M
2
+$5.54M
3
+$4.84M
4
AAPL icon
Apple
AAPL
+$4.38M
5
NKE icon
Nike
NKE
+$3.98M

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
326
$263K 0.01%
2,628
-137
327
$263K 0.01%
9,612
+212
328
$259K 0.01%
8,428
-2,496
329
$257K 0.01%
3,223
330
$257K 0.01%
16,466
-803
331
$255K 0.01%
2,539
-622
332
$253K 0.01%
6,154
-2,305
333
$253K 0.01%
1,109
-6
334
$248K 0.01%
13,563
+4
335
$248K 0.01%
14,949
-2,634
336
$247K 0.01%
1,046
-618
337
$246K 0.01%
1,366
-12
338
$241K 0.01%
2,390
339
$240K 0.01%
2,212
340
$238K 0.01%
+1,700
341
$234K 0.01%
5,563
-1,619
342
$230K 0.01%
1,172
343
$224K 0.01%
1,409
344
$224K 0.01%
4,337
-1,245
345
$221K 0.01%
15,131
-378,927
346
$215K 0.01%
2,135
347
$214K 0.01%
+8,000
348
$212K 0.01%
2,415
-100
349
$209K 0.01%
888
350
$208K 0.01%
1,912
-400
12 13
14
15 16