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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$848K 0.07%
25,500
-2,125
252
$842K 0.07%
+95,331
253
$828K 0.07%
32,942
-650
254
$809K 0.06%
6,756
+527
255
$806K 0.06%
32,071
+862
256
$804K 0.06%
4,621
257
$796K 0.06%
56,474
-58,729
258
$787K 0.06%
26,265
+350
259
$787K 0.06%
30,100
-300
260
$785K 0.06%
18,765
-200
261
$782K 0.06%
29,274
262
$780K 0.06%
12,899
+225
263
$777K 0.06%
16,969
-15,128
264
$773K 0.06%
28,743
+2,219
265
$759K 0.06%
29,281
-124
266
$757K 0.06%
6,325
267
$753K 0.06%
7,571
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268
$748K 0.06%
29,145
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269
$736K 0.06%
6,804
-353
270
$731K 0.06%
7,757
-757
271
$730K 0.06%
28,087
+5,803
272
$727K 0.06%
22,072
-2,090
273
$722K 0.06%
18,272
+1,670
274
$722K 0.06%
49,910
-150
275
$717K 0.06%
28,445
+1,007
9 10
11
12 13