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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.07%
+43,763
227
$1.13M 0.07%
44,821
-100
228
$1.12M 0.07%
25,041
-250
229
$1.12M 0.07%
+43,225
230
$1.09M 0.07%
42,579
+5,926
231
$1.09M 0.07%
23,243
+174
232
$1.09M 0.07%
13,186
-340
233
$1.08M 0.07%
3,954
-405
234
$1.08M 0.07%
57,174
-41,266
235
$1.07M 0.07%
17,920
+848
236
$1.07M 0.06%
13,371
-1,570
237
$1.05M 0.06%
37,587
+82
238
$1.05M 0.06%
+18,344
239
$1.04M 0.06%
45,047
-2,875
240
$1.04M 0.06%
68,869
-38,738
241
$1.04M 0.06%
39,913
+5,148
242
$1.01M 0.06%
39,438
+1,375
243
$987K 0.06%
7,567
-5,268
244
$980K 0.06%
18,761
-1,450
245
$979K 0.06%
7,494
+357
246
$971K 0.06%
6,892
-204
247
$970K 0.06%
7,190
-250
248
$969K 0.06%
30,480
-6,116
249
$958K 0.06%
38,329
+4,809
250
$956K 0.06%
25,859
-506
8 9
10
11 12