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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$5.9M
3
+$4.92M
4
VHT icon
Vanguard Health Care ETF
VHT
+$3.99M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.53M

Top Sells

1
+$2.48M
2
+$1.82M
3
+$1.52M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.48M
5
BDX icon
Becton Dickinson
BDX
+$1.14M

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
351
$176K 0.01%
+17,112
352
$174K 0.01%
19,780
353
$54K ﹤0.01%
+10,001
354
$17K ﹤0.01%
+1,000
355
– –
-14,875
356
– –
-25,173
11 12 13 14
15