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
126
$2.76M 0.12%
36,526
-140
127
$2.75M 0.12%
22,475
-507
128
$2.67M 0.12%
13,353
-211
129
$2.64M 0.11%
11,462
-402
130
$2.63M 0.11%
23,791
+231
131
$2.59M 0.11%
38,036
-524
132
$2.51M 0.11%
30,772
-1,023
133
$2.5M 0.11%
20,300
-426
134
$2.45M 0.11%
5,979
-379
135
$2.44M 0.11%
77,083
-8,386
136
$2.4M 0.1%
39,618
137
$2.39M 0.1%
7,372
-169
138
$2.33M 0.1%
39,730
+250
139
$2.28M 0.1%
21,548
-1,435
140
$2.24M 0.1%
34,597
-2,082
141
$2.19M 0.09%
44,208
-175
142
$2.18M 0.09%
64,191
+1
143
$2.12M 0.09%
26,276
-60
144
$2.1M 0.09%
42,025
145
$2.03M 0.09%
+86,245
146
$1.96M 0.08%
47,895
-2,690
147
$1.91M 0.08%
9,943
-243
148
$1.88M 0.08%
3,892
-105
149
$1.88M 0.08%
9,572
-799
150
$1.87M 0.08%
6,221
-380
4 5
6
7 8