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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$917K 0.06%
36,100
+700
252
$900K 0.06%
20,659
+3,668
253
$893K 0.05%
6,250
254
$880K 0.05%
3,712
+727
255
$878K 0.05%
20,080
+45
256
$867K 0.05%
20,398
+206
257
$862K 0.05%
3,395
+955
258
$860K 0.05%
48,330
259
$859K 0.05%
30,745
-392
260
$852K 0.05%
7,137
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261
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33,250
262
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7,700
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263
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32,671
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264
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10,437
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265
$841K 0.05%
3,728
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266
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8,874
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267
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15,529
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$837K 0.05%
6,696
269
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31,868
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270
$820K 0.05%
24,566
-2,397
271
$813K 0.05%
23,746
+12
272
$809K 0.05%
+32,400
273
$806K 0.05%
22,000
-4,000
274
$805K 0.05%
30,468
+1,709
275
$804K 0.05%
10,506
+374
9 10
11
12 13