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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$408K 0.03%
15,952
+737
377
$401K 0.03%
15,700
-2,000
378
$398K 0.03%
16,950
+650
379
$397K 0.03%
19,000
380
$390K 0.03%
13,512
+1,568
381
$385K 0.03%
17,219
-331
382
$384K 0.03%
18,923
-100
383
$383K 0.03%
+10,120
384
$380K 0.03%
14,867
+5,509
385
$379K 0.03%
+13,123
386
$374K 0.03%
6,301
+547
387
$371K 0.03%
7,741
-413
388
$367K 0.02%
14,479
-300
389
$367K 0.02%
14,800
390
$366K 0.02%
14,483
+1,300
391
$363K 0.02%
14,512
-138
392
$360K 0.02%
6,046
+841
393
$359K 0.02%
23,393
-4,000
394
$358K 0.02%
2,017
395
$352K 0.02%
5,940
+150
396
$351K 0.02%
19,860
+6,440
397
$350K 0.02%
14,002
+4,252
398
$348K 0.02%
6,306
-224
399
$344K 0.02%
7,747
-620
400
$344K 0.02%
+13,727
14 15
16
17 18