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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$533K 0.03%
4,496
+1,708
227
$529K 0.03%
+4,742
228
$524K 0.03%
4,275
-675
229
$522K 0.03%
6,895
230
$518K 0.03%
5,524
+2
231
$518K 0.03%
9,285
+63
232
$514K 0.03%
19,350
+135
233
$505K 0.03%
3,335
-95
234
$505K 0.03%
4,288
+142
235
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468
236
$504K 0.03%
5,400
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237
$501K 0.03%
9,630
+1,089
238
$496K 0.03%
5,822
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239
$490K 0.03%
2,975
240
$486K 0.03%
5,594
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241
$484K 0.03%
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242
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244
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245
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4,168
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246
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7,423
+3
247
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5,141
-240
248
$450K 0.03%
9,272
+1,894
249
$447K 0.03%
3,273
+815
250
$425K 0.02%
1,437
-1,635
8 9
10
11 12