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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.61M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.96M

Sector Composition

1 Technology 13.91%
2 Consumer Staples 8.83%
3 Healthcare 8.42%
4 Consumer Discretionary 7.35%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$341K 0.02%
8,373
-6,464
252
$340K 0.02%
12,360
+360
253
$339K 0.02%
3,072
-1,156
254
$336K 0.02%
9,852
-1,291
255
$336K 0.02%
2,487
-27
256
$334K 0.02%
4,621
+5
257
$333K 0.02%
2,512
+398
258
$325K 0.02%
1,245
259
$323K 0.02%
7,664
-831
260
$317K 0.02%
2,130
-80
261
$309K 0.02%
990
-88
262
$308K 0.02%
4,902
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263
$307K 0.02%
8,787
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264
$302K 0.02%
3,764
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265
$302K 0.02%
8,040
-894
266
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267
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268
$282K 0.02%
9,661
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269
$276K 0.02%
7,836
-600
270
$272K 0.02%
3,356
271
$266K 0.02%
2,720
+37
272
$261K 0.02%
2,910
+22
273
$257K 0.02%
+10,379
274
$256K 0.02%
8,817
-9,945
275
$254K 0.02%
13,323
-237
9 10
11
12 13