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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$637K 0.02%
17,957
+1,299
252
$636K 0.02%
4,598
-3,915
253
$635K 0.02%
5,392
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254
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15,377
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255
$629K 0.02%
9,650
-6,370
256
$626K 0.02%
37,458
+400
257
$618K 0.02%
1,584
+15
258
$616K 0.02%
2,924
-236
259
$612K 0.02%
3,687
+577
260
$604K 0.02%
10,640
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261
$593K 0.02%
8,215
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262
$592K 0.02%
2,213
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263
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2,858
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264
$584K 0.02%
9,816
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265
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266
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268
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2,376
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$568K 0.02%
15,171
-10,302
270
$549K 0.02%
13,881
-373
271
$547K 0.02%
25,000
272
$546K 0.02%
818
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273
$536K 0.02%
9,788
274
$533K 0.02%
7,793
+1,526
275
$532K 0.02%
9,636
-2,000
9 10
11
12 13