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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.22M 0.07%
25,291
-1,250
227
$1.21M 0.07%
+46,350
228
$1.2M 0.07%
+47,600
229
$1.2M 0.07%
8,924
+2,228
230
$1.18M 0.07%
40,440
-919
231
$1.18M 0.07%
14,941
-3,763
232
$1.18M 0.07%
36,596
-1,974
233
$1.17M 0.07%
4,830
+1,435
234
$1.14M 0.07%
24,131
-3,463
235
$1.14M 0.07%
47,922
-1,478
236
$1.14M 0.07%
44,921
-4,170
237
$1.12M 0.07%
13,526
+20
238
$1.11M 0.06%
7,096
-108
239
$1.1M 0.06%
19,500
-2,500
240
$1.1M 0.06%
16,398
241
$1.09M 0.06%
15,519
-537
242
$1.08M 0.06%
52,200
243
$1.06M 0.06%
23,069
+2,410
244
$1.06M 0.06%
37,505
-1,401
245
$1.04M 0.06%
26,365
+38
246
$1.04M 0.06%
20,211
+131
247
$1.04M 0.06%
17,072
+1,543
248
$1.01M 0.06%
7,440
-1,637
249
$985K 0.06%
38,063
+1,138
250
$976K 0.06%
7,137
8 9
10
11 12