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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.56M
3
+$3.44M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.86M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.1M
4
ABT icon
Abbott
ABT
+$2.88M
5
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$2.61M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$483K 0.02%
8,135
+477
252
$481K 0.02%
4,503
+350
253
$479K 0.02%
2,902
+20
254
$478K 0.02%
10,876
+896
255
$478K 0.02%
5,075
256
$473K 0.02%
363
257
$471K 0.02%
16,458
+455
258
$470K 0.02%
1,382
+81
259
$465K 0.02%
11,505
-824
260
$464K 0.02%
7,545
+325
261
$460K 0.02%
3,280
-159
262
$451K 0.02%
5,257
-3,513
263
$450K 0.02%
2,210
+203
264
$450K 0.02%
6,815
265
$446K 0.02%
31,984
-11,196
266
$442K 0.02%
1,825
+57
267
$437K 0.02%
+5,801
268
$433K 0.02%
13,484
+2,504
269
$431K 0.02%
17,885
+3,400
270
$421K 0.02%
5,404
-221
271
$420K 0.02%
5,077
-182
272
$388K 0.02%
4,447
+397
273
$381K 0.02%
9,636
274
$380K 0.02%
1,878
-175
275
$379K 0.02%
9,798
9 10
11
12 13