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
426
$297K 0.02%
22,119
-21
427
$296K 0.02%
49,200
+2,250
428
$295K 0.02%
4,658
-1,821
429
$294K 0.02%
11,766
+33
430
$289K 0.02%
8,783
431
$288K 0.02%
11,523
-2,250
432
$287K 0.02%
11,429
+7
433
$286K 0.02%
7,831
434
$286K 0.02%
2,135
435
$284K 0.02%
11,100
-1,720
436
$281K 0.02%
11,384
437
$278K 0.02%
9,240
438
$278K 0.02%
11,376
+754
439
$277K 0.02%
12,101
+107
440
$275K 0.02%
15,200
-3,715
441
$274K 0.02%
9,697
-100
442
$273K 0.02%
5,419
443
$273K 0.02%
10,752
-362
444
$271K 0.02%
11,254
+1,123
445
$271K 0.02%
11,150
+6
446
$271K 0.02%
10,597
-621
447
$269K 0.02%
707
-28
448
$268K 0.02%
10,602
-15,269
449
$267K 0.02%
+11,100
450
$267K 0.02%
1,908
-16
16 17
18
19 20