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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$957K 0.06%
11,266
+829
252
$954K 0.06%
6,250
253
$953K 0.06%
34,695
-550
254
$952K 0.06%
41,600
+12,100
255
$947K 0.06%
36,653
-1,622
256
$942K 0.06%
25,004
-3,917
257
$936K 0.05%
34,765
+11,975
258
$923K 0.05%
36,096
-3,380
259
$919K 0.05%
11,262
+1,129
260
$918K 0.05%
48,340
+10
261
$913K 0.05%
8,130
+430
262
$895K 0.05%
35,500
+2,250
263
$892K 0.05%
3,576
-152
264
$890K 0.05%
35,027
-2,315
265
$879K 0.05%
14,855
+5,029
266
$875K 0.05%
34,733
-1,367
267
$863K 0.05%
32,568
+700
268
$854K 0.05%
8,367
-507
269
$850K 0.05%
+33,520
270
$842K 0.05%
30,404
-341
271
$836K 0.05%
3,281
-431
272
$831K 0.05%
31,050
-4,385
273
$830K 0.05%
5,321
+943
274
$823K 0.05%
32,193
-478
275
$808K 0.05%
23,760
+14
9 10
11
12 13