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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$805K 0.04%
12,792
-145
202
$749K 0.04%
25,420
+390
203
$741K 0.04%
4,515
+554
204
$737K 0.04%
5,778
205
$735K 0.04%
9,892
-184
206
$721K 0.03%
3,036
+839
207
$720K 0.03%
5,090
208
$699K 0.03%
2,916
-50
209
$681K 0.03%
18,777
+1,920
210
$679K 0.03%
6,670
+3,685
211
$675K 0.03%
6,143
-2,850
212
$658K 0.03%
15,754
+2,240
213
$656K 0.03%
1,909
-50
214
$648K 0.03%
2,415
215
$645K 0.03%
6,831
+3,045
216
$638K 0.03%
+3,858
217
$635K 0.03%
7,630
+1,545
218
$619K 0.03%
9,056
-267
219
$615K 0.03%
6,828
220
$600K 0.03%
3,060
+250
221
$599K 0.03%
17,450
+11
222
$599K 0.03%
6,541
+2,155
223
$595K 0.03%
7,192
-209
224
$594K 0.03%
27,192
+192
225
$591K 0.03%
10,142
+563
7 8
9
10 11