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
$2.32B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.07M
3
+$2.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.03M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.16M

Top Sells

1
+$5.71M
2
+$5.54M
3
+$4.84M
4
AAPL icon
Apple
AAPL
+$4.38M
5
NKE icon
Nike
NKE
+$3.98M

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
76
$6.66M 0.29%
80,210
+890
77
$6.62M 0.29%
38,361
-772
78
$6.61M 0.28%
61,665
-294
79
$6.53M 0.28%
32,481
-5,718
80
$6.43M 0.28%
79,300
-4,147
81
$6.34M 0.27%
578,792
-76,374
82
$6.06M 0.26%
13,922
-263
83
$6.03M 0.26%
112,247
-4,234
84
$5.79M 0.25%
53,833
-440
85
$5.7M 0.25%
22,791
-1,020
86
$5.54M 0.24%
70,786
-9,036
87
$5.51M 0.24%
10,894
-258
88
$5.5M 0.24%
14,772
-270
89
$5.36M 0.23%
12,490
-911
90
$5.25M 0.23%
158,420
-13,428
91
$5.24M 0.23%
210,158
-5,045
92
$5.22M 0.23%
73,392
-1,171
93
$5.08M 0.22%
45,757
-2,938
94
$4.91M 0.21%
13,446
+58
95
$4.82M 0.21%
12,780
-1,032
96
$4.79M 0.21%
9,391
-19
97
$4.74M 0.2%
83,317
-1,987
98
$4.68M 0.2%
38,892
-180
99
$4.56M 0.2%
40,643
-315
100
$4.41M 0.19%
19,973
-106
2 3
4
5 6