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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$338K 0.02%
+5,833
277
$336K 0.02%
2,007
-9,145
278
$335K 0.02%
1,364
+101
279
$332K 0.02%
3,770
280
$315K 0.02%
12,000
281
$312K 0.02%
+4,873
282
$308K 0.02%
4,234
-121
283
$306K 0.02%
2,678
+233
284
$302K 0.02%
1,245
+290
285
$297K 0.02%
1,371
286
$296K 0.02%
2,768
287
$295K 0.02%
2,881
288
$295K 0.02%
2,165
+273
289
$294K 0.02%
15,088
-1,500
290
$290K 0.02%
775
+36
291
$283K 0.02%
4,958
-400
292
$281K 0.02%
1,558
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293
$277K 0.02%
6,788
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294
$269K 0.02%
+1,249
295
$268K 0.02%
3,360
296
$261K 0.02%
2,377
+181
297
$259K 0.02%
2,612
298
$257K 0.01%
4,322
299
$248K 0.01%
5,725
-500
300
$247K 0.01%
2,074
+74
10 11
12
13 14