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
501
$201K 0.01%
+4,135
502
$200K 0.01%
4,114
-20
503
$191K 0.01%
12,400
+2,000
504
$173K 0.01%
10,484
+67
505
$169K 0.01%
12,790
-1,950
506
$166K 0.01%
10,900
-8,800
507
$84K 0.01%
80,386
+26,300
508
$44K ﹤0.01%
10,000
509
$23K ﹤0.01%
10,000
510
– –
-10,308
511
– –
-5,778
512
– –
-2,544
513
– –
-5,100
514
– –
-10,556
515
– –
-10,358
516
– –
-4,372
517
– –
-2,296
518
– –
-40,000
519
– –
-35,833
520
– –
-13,209
521
– –
-7,455
522
– –
-3,910
523
– –
-8,924
524
– –
-76,247
525
– –
-8,001
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