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
401
$343K 0.02%
5,412
+1,053
402
$342K 0.02%
6,794
-850
403
$340K 0.02%
12,930
+100
404
$340K 0.02%
14,804
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405
$337K 0.02%
27,754
-1,414
406
$335K 0.02%
13,029
+1,593
407
$333K 0.02%
9,520
-747
408
$332K 0.02%
10,539
+519
409
$325K 0.02%
6,895
-393
410
$325K 0.02%
6,193
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411
$324K 0.02%
12,000
412
$320K 0.02%
12,500
413
$316K 0.02%
3,654
-873
414
$313K 0.02%
4,025
+745
415
$310K 0.02%
8,549
-363
416
$308K 0.02%
12,200
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417
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3,000
418
$307K 0.02%
12,150
+1,000
419
$306K 0.02%
3,325
-81
420
$306K 0.02%
6,096
-2,796
421
$304K 0.02%
6,792
422
$301K 0.02%
11,690
+2,401
423
$300K 0.02%
8,625
424
$300K 0.02%
+4,851
425
$298K 0.02%
28,160
-16,110
15 16
17
18 19