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
101
$4.27M 0.18%
21,039
-3,500
102
$4.22M 0.18%
76,913
-2,445
103
$4.21M 0.18%
35,777
-8,746
104
$3.87M 0.17%
116,998
-14,942
105
$3.83M 0.17%
17,955
+179
106
$3.82M 0.16%
65,818
-2,700
107
$3.77M 0.16%
23,075
-1,535
108
$3.71M 0.16%
14,315
+254
109
$3.68M 0.16%
221,589
-2,952
110
$3.57M 0.15%
22,856
-1,428
111
$3.54M 0.15%
50,650
+312
112
$3.53M 0.15%
31,253
+28,732
113
$3.49M 0.15%
1,373
+22
114
$3.44M 0.15%
100,964
-43,835
115
$3.44M 0.15%
30,615
+1,086
116
$3.36M 0.15%
80,552
-4,418
117
$3.33M 0.14%
8,630
-65
118
$3.15M 0.14%
20,296
+4,042
119
$3.15M 0.14%
11,552
-700
120
$3.11M 0.13%
14,944
-2,293
121
$3.05M 0.13%
14,652
122
$3.04M 0.13%
16,451
-338
123
$2.87M 0.12%
51,311
-5,716
124
$2.84M 0.12%
74,348
-5,010
125
$2.82M 0.12%
22,104
-8,031
3 4
5
6 7