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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$956K 0.06%
21,666
-2,465
252
$950K 0.06%
50,880
+2,540
253
$943K 0.06%
34,695
254
$941K 0.06%
12,071
+805
255
$938K 0.06%
37,275
+1,775
256
$925K 0.06%
52,125
-75
257
$918K 0.06%
11,577
+315
258
$903K 0.05%
35,395
+662
259
$877K 0.05%
3,654
+78
260
$875K 0.05%
41,723
-31,294
261
$869K 0.05%
23,557
-1,447
262
$863K 0.05%
8,207
+77
263
$856K 0.05%
6,250
264
$850K 0.05%
14,615
-240
265
$845K 0.05%
8,367
266
$832K 0.05%
33,303
+1,110
267
$820K 0.05%
23,772
+12
268
$815K 0.05%
32,095
-4,001
269
$812K 0.05%
29,781
-623
270
$811K 0.05%
3,930
+47
271
$808K 0.05%
31,451
+2,340
272
$804K 0.05%
30,350
-700
273
$804K 0.05%
31,533
+1,695
274
$800K 0.05%
7,690
275
$792K 0.05%
32,996
+12,528
9 10
11
12 13