KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+4.61%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.07B
AUM Growth
+$102M
(+11%)
Cap. Flow
+$47.1M
Cap. Flow
% of AUM
4.4%
Top 10 Holdings %
Top 10 Hldgs %
18.29%
Holding
511
New
54
Increased
236
Reduced
134
Closed
17
Top Buys
| 1 |
iShares International Select Dividend ETF
IDV
|
$3.49M |
| 2 |
Chevron
CVX
|
$1.64M |
| 3 |
Schlumberger
SLB
|
$1.54M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.53M |
| 5 |
Procter & Gamble
PG
|
$1.41M |
Top Sells
| 1 |
KFN.PR.CL
KKR Financial Holdings LLC
KFN.PR.CL
|
$2.48M |
| 2 |
Prudential Financial
PRU
|
$2.44M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.32M |
| 4 |
BCS.PRD.CL
Barclays Bank Plc
BCS.PRD.CL
|
$1.51M |
| 5 |
UnitedHealth
UNH
|
$1.27M |
Sector Composition
| 1 | Healthcare | 11% |
| 2 | Energy | 9.42% |
| 3 | Consumer Staples | 8.8% |
| 4 | Industrials | 6.94% |
| 5 | Technology | 6.91% |
