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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.64M
3
+$1.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.53M
5
PG icon
Procter & Gamble
PG
+$1.41M

Top Sells

1
+$2.48M
2
+$2.44M
3
+$2.32M
4
BCS.PRD.CL
Barclays Bank Plc
BCS.PRD.CL
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.27M

Sector Composition

1 Healthcare 11%
2 Energy 9.42%
3 Consumer Staples 8.8%
4 Industrials 6.94%
5 Technology 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$756K 0.07%
29,578
-2,183
252
$743K 0.07%
23,750
-650
253
$736K 0.07%
18,702
254
$730K 0.07%
14,714
+581
255
$729K 0.07%
13,947
-394
256
$726K 0.07%
1,193
257
$720K 0.07%
+28,681
258
$719K 0.07%
28,155
-1,500
259
$712K 0.07%
25,535
+8,800
260
$705K 0.07%
+18,425
261
$704K 0.07%
12,805
+8,095
262
$703K 0.07%
35,145
-4,100
263
$681K 0.06%
9,395
+898
264
$679K 0.06%
25,736
+5,906
265
$677K 0.06%
11,563
+1,370
266
$669K 0.06%
11,492
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267
$661K 0.06%
49,060
-1,750
268
$657K 0.06%
+15,550
269
$643K 0.06%
+25,400
270
$638K 0.06%
14,764
-670
271
$626K 0.06%
40,693
-157
272
$626K 0.06%
25,502
-4,525
273
$623K 0.06%
23,238
+500
274
$615K 0.06%
45,831
+390
275
$612K 0.06%
23,404
-42
9 10
11
12 13