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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.36M
3
+$4.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.54M

Top Sells

1
+$6.12M
2
+$4.1M
3
+$3.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.38M
5
DEO icon
Diageo
DEO
+$3.2M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$809K 0.03%
12,956
+4,748
227
$807K 0.03%
27,016
+7,819
228
$797K 0.03%
11,382
229
$785K 0.03%
2,089
+398
230
$733K 0.03%
2,326
+11
231
$709K 0.03%
9,849
232
$695K 0.03%
9,968
233
$693K 0.03%
3,392
+515
234
$692K 0.03%
2,707
-138
235
$687K 0.03%
19,484
+6,635
236
$669K 0.03%
17,526
+3,728
237
$667K 0.03%
25,764
-559
238
$667K 0.03%
4,775
+225
239
$664K 0.03%
8,595
-5,252
240
$660K 0.03%
53,500
-37,650
241
$659K 0.03%
4,338
-100
242
$654K 0.03%
+7,000
243
$652K 0.03%
1,939
+20
244
$642K 0.03%
3,070
-251
245
$634K 0.03%
12,518
-300
246
$618K 0.03%
11,273
+52
247
$615K 0.02%
5,075
248
$608K 0.02%
+280,000
249
$600K 0.02%
6,168
-9,825
250
$587K 0.02%
11,881
+2,169
8 9
10
11 12