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
326
$263K 0.01%
2,628
-137
327
$263K 0.01%
9,612
+212
328
$259K 0.01%
8,428
-2,496
329
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3,223
330
$257K 0.01%
16,466
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331
$255K 0.01%
2,539
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332
$253K 0.01%
6,154
-2,305
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334
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13,563
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335
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336
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337
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338
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339
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2,212
340
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341
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343
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344
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4,337
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15,131
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346
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2,135
347
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+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