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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$771K 0.05%
30,050
+250
277
$770K 0.05%
35,150
-6,450
278
$764K 0.05%
16,695
+590
279
$762K 0.05%
8,550
+125
280
$761K 0.05%
30,323
+16,303
281
$759K 0.05%
17,792
282
$757K 0.05%
16,582
283
$752K 0.05%
30,728
-1,840
284
$746K 0.05%
28,723
-554
285
$745K 0.05%
2,960
-321
286
$742K 0.05%
7,462
-52
287
$735K 0.04%
6,061
-1,306
288
$733K 0.04%
+31,580
289
$730K 0.04%
10,510
+5,725
290
$718K 0.04%
10,338
-445
291
$715K 0.04%
11,212
+713
292
$708K 0.04%
9,531
-94
293
$707K 0.04%
28,002
-500
294
$704K 0.04%
5,946
+6
295
$689K 0.04%
10,933
296
$682K 0.04%
+26,875
297
$681K 0.04%
24,141
+19
298
$677K 0.04%
4,975
+1,850
299
$673K 0.04%
12,596
300
$671K 0.04%
9,945
+1,897
10 11
12
13 14