KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
-16.3%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.48B
AUM Growth
-$357M
(-19%)
Cap. Flow
-$25.6M
Cap. Flow
% of AUM
-1.73%
Top 10 Holdings %
Top 10 Hldgs %
28.6%
Holding
349
New
9
Increased
108
Reduced
169
Closed
43
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$21.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$17.4M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
+$11.2M |
| 4 |
Vanguard Health Care ETF
VHT
|
+$11.1M |
| 5 |
Vanguard Financials ETF
VFH
|
+$9.13M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$27.2M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$11.4M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$11.3M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$5.61M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$4.96M |
Sector Composition
| 1 | Technology | 13.91% |
| 2 | Consumer Staples | 8.83% |
| 3 | Healthcare | 8.42% |
| 4 | Consumer Discretionary | 7.35% |
| 5 | Industrials | 5.96% |
