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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.61M
5
XLU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$419K 0.03%
5,556
-160
227
$419K 0.03%
14,419
228
$415K 0.03%
14,530
+10,695
229
$403K 0.03%
443
-25
230
$400K 0.03%
2,055
-52
231
$397K 0.03%
3,046
-100
232
$395K 0.03%
4,886
+154
233
$391K 0.03%
7,500
-500
234
$391K 0.03%
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-105
235
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2,203
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236
$387K 0.03%
2,502
-1,910
237
$387K 0.03%
+30,000
238
$386K 0.03%
7,153
239
$384K 0.03%
307
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240
$382K 0.03%
+28,346
241
$373K 0.03%
3,650
242
$373K 0.03%
5,090
243
$365K 0.02%
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244
$364K 0.02%
3,180
-263
245
$364K 0.02%
4,086
-606
246
$362K 0.02%
18,599
-2,896
247
$357K 0.02%
5,915
248
$356K 0.02%
+36,667
249
$350K 0.02%
6,240
-830
250
$348K 0.02%
1,309
8 9
10
11 12