KIA
KCM Investment Advisors Portfolio holdings
AUM
$3.12B
1-Year Est. Return
19.36%
This Fund
S&P 500
1 Year Est. Return
+19.36%
AUM
$3.12B
AUM Growth
+$13.8M
(+0.44%)
Holding
404
Top Buys
| 1 | +$5.02M | |
| 2 | +$4.68M | |
| 3 | +$2.99M | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$1.53M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.1M |
Top Sells
| 1 | +$5.25M | |
| 2 | +$4.1M | |
| 3 | +$3.25M | |
| 4 |
Broadcom
AVGO
|
+$2.94M |
| 5 |
Verizon
VZ
|
+$1.96M |
Sector Composition
| 1 | Technology | 19.52% |
| 2 | Financials | 7.9% |
| 3 | Consumer Staples | 6.99% |
| 4 | Industrials | 6.89% |
| 5 | Consumer Discretionary | 6.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
General Mills
GIS
$18.7B
| – | – |
-6,788
|
|
||
402
iShares Core S&P US Growth ETF
IUSG
$29.2B
| – | – |
-2,000
|
|
||
403
iShares Russell 3000 ETF
IWV
$18.5B
| – | – |
-5,117
|
|
||
404
iShares Core MSCI Total International Stock ETF
IXUS
$55.6B
| – | – |
-5,344
|
|