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
176
$1.45M 0.06%
26,303
-95
177
$1.45M 0.06%
17,313
-30
178
$1.42M 0.06%
2,194
-4
179
$1.39M 0.06%
18,693
+1,380
180
$1.35M 0.06%
25,447
-559
181
$1.33M 0.06%
1,197
-9
182
$1.32M 0.06%
7,791
-1,751
183
$1.31M 0.06%
18,166
-5,889
184
$1.3M 0.06%
11,653
+605
185
$1.28M 0.06%
10,690
+2,883
186
$1.28M 0.06%
12,240
-295
187
$1.27M 0.05%
4,778
-400
188
$1.27M 0.05%
50,075
-4,653
189
$1.24M 0.05%
14,574
-133
190
$1.23M 0.05%
8,789
-564
191
$1.22M 0.05%
10,204
-216
192
$1.21M 0.05%
3,613
-1,500
193
$1.2M 0.05%
5,121
194
$1.16M 0.05%
+18,846
195
$1.08M 0.05%
10,587
-191
196
$1.06M 0.05%
34,859
+1,893
197
$1.03M 0.04%
23,639
+17,022
198
$1.03M 0.04%
11,155
199
$1.02M 0.04%
5,374
200
$1.02M 0.04%
33,682
-710
6 7
8
9 10