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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$422K 0.02%
14,419
252
$420K 0.02%
6,908
+30
253
$420K 0.02%
96,600
-537,480
254
$411K 0.02%
+10,000
255
$410K 0.02%
1,149
-50
256
$399K 0.02%
13,224
-731
257
$396K 0.02%
4,883
258
$394K 0.02%
6,195
-4,250
259
$380K 0.02%
16,460
+3,030
260
$377K 0.02%
299
-14
261
$375K 0.02%
2,085
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262
$375K 0.02%
9,137
+1,407
263
$370K 0.02%
5,090
-100
264
$369K 0.02%
3,907
265
$368K 0.02%
8,934
266
$359K 0.02%
2,415
267
$357K 0.02%
8,702
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268
$357K 0.02%
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269
$357K 0.02%
4,464
270
$357K 0.02%
2,210
271
$353K 0.02%
2,328
+17
272
$352K 0.02%
4,797
273
$343K 0.02%
10,605
274
$342K 0.02%
14,811
275
$341K 0.02%
3,185
9 10
11
12 13