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
451
$267K 0.02%
5,483
452
$267K 0.02%
10,527
+2,414
453
$265K 0.02%
13,027
-150
454
$265K 0.02%
11,400
+800
455
$263K 0.02%
9,159
+226
456
$261K 0.02%
10,600
+12
457
$259K 0.02%
10,303
458
$258K 0.02%
7,080
459
$257K 0.02%
10,270
+10
460
$256K 0.02%
10,615
-252
461
$256K 0.02%
2,092
462
$256K 0.02%
9,996
-175
463
$252K 0.02%
9,998
+600
464
$251K 0.02%
4,365
-1,185
465
$245K 0.02%
4,883
-99
466
$243K 0.02%
9,621
-36
467
$239K 0.02%
1,691
468
$237K 0.02%
9,340
+1,250
469
$233K 0.02%
1,273
470
$232K 0.02%
999
-150
471
$228K 0.02%
+3,540
472
$226K 0.02%
3,400
473
$226K 0.02%
4,608
474
$226K 0.02%
8,900
+600
475
$225K 0.02%
1,688
-157
17 18
19
20 21