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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.56M
3
+$3.44M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.86M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.1M
4
ABT icon
Abbott
ABT
+$2.88M
5
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$2.61M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$672K 0.03%
4,273
227
$661K 0.03%
17,820
+570
228
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235
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236
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240
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246
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249
$496K 0.02%
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250
$488K 0.02%
5,350
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10
11 12