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
$2.78B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.91M
3
+$3.21M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.1M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.83M

Top Sells

1
+$10M
2
+$7.93M
3
+$5.16M
4
PEP icon
PepsiCo
PEP
+$4.05M
5
UPS icon
United Parcel Service
UPS
+$2.97M

Sector Composition

1 Technology 17.67%
2 Consumer Staples 8.51%
3 Financials 7.49%
4 Consumer Discretionary 7.17%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$739K 0.03%
6,763
+16
227
$722K 0.03%
9,636
228
$717K 0.03%
901
+15
229
$712K 0.03%
3,877
+333
230
$709K 0.03%
4,469
231
$708K 0.03%
2,152
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232
$704K 0.03%
1,890
+92
233
$700K 0.03%
9,111
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234
$697K 0.03%
2,867
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235
$683K 0.02%
2,947
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236
$678K 0.02%
9,967
237
$678K 0.02%
3,772
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238
$663K 0.02%
6,020
239
$660K 0.02%
9,166
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240
$648K 0.02%
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241
$637K 0.02%
5,732
242
$616K 0.02%
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243
$614K 0.02%
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244
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245
$605K 0.02%
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246
$586K 0.02%
24,015
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247
$568K 0.02%
4,602
-125
248
$566K 0.02%
4,900
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249
$559K 0.02%
4,587
-50
250
$553K 0.02%
2,502
+244
8 9
10
11 12