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
351
$207K 0.01%
3,835
-2,390
352
$207K 0.01%
3,540
-1,500
353
$206K 0.01%
8,032
+1
354
$206K 0.01%
3,812
-84
355
$206K 0.01%
3,005
356
$206K 0.01%
5,877
-713
357
$204K 0.01%
2,820
358
$203K 0.01%
7,100
-2,964
359
$202K 0.01%
3,338
-194
360
$201K 0.01%
1,165
-350
361
$201K 0.01%
9,712
362
$184K 0.01%
+11,204
363
$138K 0.01%
17,270
364
$67.9K ﹤0.01%
12,450
-350
365
$42.6K ﹤0.01%
10,000
366
– –
-1,244
367
– –
-317
368
– –
-7,181
369
– –
-3,110
370
– –
-4,013
371
– –
-4,555
372
– –
-4,402
373
– –
-48,731
374
– –
-1,638
375
– –
-5,527
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15
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