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
$968M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.59M
3
+$1.48M
4
CVX icon
Chevron
CVX
+$1.45M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.23M

Top Sells

1
+$1.12M
2
+$826K
3
+$696K
4
VTRS icon
Viatris
VTRS
+$666K
5
PKH
MERRILL DEP PFDPLUS 7.75% TST CRTS
PKH
+$655K

Sector Composition

1 Healthcare 11.12%
2 Consumer Staples 9.04%
3 Energy 8.73%
4 Industrials 7.1%
5 Technology 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$231K 0.02%
2,842
402
$231K 0.02%
9,965
+100
403
$231K 0.02%
8,950
+400
404
$226K 0.02%
4,800
405
$225K 0.02%
9,145
406
$223K 0.02%
2,134
407
$222K 0.02%
10,000
408
$220K 0.02%
7,245
409
$216K 0.02%
853
410
$216K 0.02%
5,142
411
$215K 0.02%
+8,700
412
$214K 0.02%
7,250
413
$210K 0.02%
2,676
-38
414
$207K 0.02%
+3,428
415
$204K 0.02%
+8,607
416
$204K 0.02%
+4,500
417
$201K 0.02%
640
418
$201K 0.02%
1,763
+34
419
$134K 0.01%
+5,114
420
$88K 0.01%
1,025
-3
421
$65K 0.01%
1,500
422
$56K 0.01%
54,086
423
$48K 0.01%
10,000
424
$28K ﹤0.01%
1,250
425
$27K ﹤0.01%
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