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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.61M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.96M

Sector Composition

1 Technology 13.91%
2 Consumer Staples 8.83%
3 Healthcare 8.42%
4 Consumer Discretionary 7.35%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$251K 0.02%
1,263
-37
277
$247K 0.02%
2,465
278
$242K 0.02%
7,260
-1,150
279
$242K 0.02%
4,404
-60
280
$242K 0.02%
4,140
-182
281
$238K 0.02%
4,164
-5
282
$238K 0.02%
1,428
+152
283
$235K 0.02%
3,007
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284
$228K 0.02%
22,896
-3,848
285
$226K 0.02%
1,308
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286
$225K 0.02%
1,732
+156
287
$219K 0.01%
3,360
288
$216K 0.01%
4,601
-380
289
$210K 0.01%
3,853
-1,105
290
$208K 0.01%
1,757
-208
291
$207K 0.01%
855
292
$207K 0.01%
2,377
293
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294
$206K 0.01%
13,060
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295
$204K 0.01%
6,111
-816
296
$203K 0.01%
3,770
+270
297
$202K 0.01%
13,074
-150
298
$200K 0.01%
2,074
299
$169K 0.01%
5,602
+325
300
$168K 0.01%
14,501
-795
10 11
12
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