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
$1.78B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.75M
3
+$3.65M
4
KKR icon
KKR & Co
KKR
+$3.28M
5
INTC icon
Intel
INTC
+$3.08M

Top Sells

1
+$22.6M
2
+$7.78M
3
+$6.94M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.42M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.14M

Sector Composition

1 Technology 15.87%
2 Healthcare 8.58%
3 Consumer Staples 8.49%
4 Consumer Discretionary 8.18%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$301K 0.02%
7,546
-290
277
$299K 0.02%
+9,765
278
$299K 0.02%
23,536
+640
279
$297K 0.02%
+10,083
280
$296K 0.02%
+4,655
281
$295K 0.02%
12,690
-633
282
$292K 0.02%
+1,545
283
$287K 0.02%
870
+15
284
$283K 0.02%
1,569
+141
285
$281K 0.02%
7,275
+15
286
$275K 0.02%
+1,075
287
$270K 0.02%
9,606
-773
288
$266K 0.02%
4,004
-400
289
$265K 0.01%
8,110
-677
290
$263K 0.01%
8,635
-182
291
$256K 0.01%
+4,495
292
$255K 0.01%
+4,924
293
$251K 0.01%
13,706
-795
294
$251K 0.01%
1,757
295
$249K 0.01%
+2,226
296
$248K 0.01%
1,614
-873
297
$248K 0.01%
+6,647
298
$247K 0.01%
1,765
-1,307
299
$241K 0.01%
13,060
300
$240K 0.01%
3,853
10 11
12
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