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
476
$225K 0.02%
9,666
477
$222K 0.01%
3,290
-130
478
$222K 0.01%
5,461
479
$222K 0.01%
4,388
480
$221K 0.01%
2,640
481
$220K 0.01%
8,850
482
$220K 0.01%
8,513
483
$218K 0.01%
+9,037
484
$216K 0.01%
8,918
+50
485
$216K 0.01%
+3,156
486
$214K 0.01%
+6,852
487
$212K 0.01%
+4,465
488
$212K 0.01%
1,648
+4
489
$211K 0.01%
+1,882
490
$211K 0.01%
3,467
-1,436
491
$211K 0.01%
9,300
492
$209K 0.01%
3,267
-265
493
$209K 0.01%
6,482
494
$208K 0.01%
16,919
-250
495
$205K 0.01%
+3,493
496
$205K 0.01%
3,185
-400
497
$205K 0.01%
+1,715
498
$204K 0.01%
+3,192
499
$203K 0.01%
+2,000
500
$202K 0.01%
10,000
18 19
20
21 22