KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.23M
3
+$2.21M
4
LLY icon
Eli Lilly
LLY
+$1.98M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.2M

Top Sells

1
+$6.36M
2
+$5.81M
3
+$5.06M
4
AAPL icon
Apple
AAPL
+$4.69M
5
NKE icon
Nike
NKE
+$4.29M

Sector Composition

1 Technology 17.79%
2 Healthcare 8.72%
3 Consumer Staples 8.3%
4 Consumer Discretionary 7.53%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.1M 1.08%
238,166
+1,356
27
$24.7M 1.06%
744,336
+8,343
28
$24.4M 1.05%
90,639
-332
29
$23.4M 1.01%
149,919
-3,571
30
$23.1M 1%
105,238
-1,582
31
$21.9M 0.94%
382,153
-39,297
32
$21.6M 0.93%
80,184
-8,320
33
$21.2M 0.91%
104,409
-1,946
34
$21M 0.91%
79,768
-1,903
35
$20.8M 0.9%
158,116
-2,635
36
$19.7M 0.85%
452,580
-53,770
37
$19.5M 0.84%
36,282
+3,848
38
$18.9M 0.82%
16,967
-626
39
$16.7M 0.72%
85,781
+117
40
$16.6M 0.72%
38,902
-1,261
41
$15.9M 0.69%
58,402
-984
42
$14.9M 0.64%
153,695
-6,051
43
$14.8M 0.64%
161,670
-1,373
44
$14.2M 0.61%
154,809
-4,663
45
$14.2M 0.61%
520,217
-18,322
46
$14.2M 0.61%
39,629
-4,114
47
$14.1M 0.61%
116,756
-1,827
48
$14.1M 0.61%
83,021
-1,128
49
$14M 0.61%
146,856
-41,662
50
$13.8M 0.6%
48,803
-78
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