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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$578K 0.03%
23,706
+5,079
252
$576K 0.03%
11,024
+3,393
253
$566K 0.02%
1,633
-290
254
$543K 0.02%
4,473
-62
255
$533K 0.02%
+40,267
256
$532K 0.02%
4,684
-1,114
257
$523K 0.02%
5,075
258
$515K 0.02%
9,980
+1,904
259
$515K 0.02%
12,329
+3,123
260
$500K 0.02%
7,658
-135
261
$500K 0.02%
5,259
-133
262
$499K 0.02%
3,439
-355
263
$499K 0.02%
16,003
+3,031
264
$488K 0.02%
2,882
+24
265
$488K 0.02%
7,666
+2,891
266
$475K 0.02%
5,625
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267
$475K 0.02%
9,227
-100
268
$465K 0.02%
3,818
-780
269
$464K 0.02%
1,484
-100
270
$452K 0.02%
363
271
$451K 0.02%
3,110
-577
272
$449K 0.02%
15,455
+284
273
$447K 0.02%
2,290
+75
274
$441K 0.02%
+44,200
275
$441K 0.02%
4,153
-175
9 10
11
12 13