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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$685K 0.03%
7,716
+524
227
$676K 0.03%
7,985
+355
228
$675K 0.03%
1,392
+277
229
$668K 0.03%
9,177
+1,215
230
$665K 0.03%
13,780
231
$662K 0.03%
11,611
232
$659K 0.03%
1,809
-100
233
$623K 0.03%
15,920
-1,530
234
$622K 0.03%
4,152
-1,915
235
$597K 0.03%
8,945
236
$597K 0.03%
11,667
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237
$594K 0.03%
17,565
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238
$588K 0.03%
37,365
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239
$588K 0.03%
15,399
-355
240
$579K 0.03%
1,549
+234
241
$579K 0.03%
15,714
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242
$573K 0.03%
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243
$570K 0.03%
7,200
244
$565K 0.03%
11,636
245
$559K 0.02%
2,435
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246
$553K 0.02%
16,787
+3,215
247
$538K 0.02%
8,134
+828
248
$530K 0.02%
+30,000
249
$529K 0.02%
6,970
+210
250
$515K 0.02%
9,870
+3,020
8 9
10
11 12