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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$389K 0.02%
+13,776
277
$389K 0.02%
23,968
-2,000
278
$383K 0.02%
1,755
+50
279
$381K 0.02%
+14,370
280
$374K 0.02%
1,213
281
$373K 0.02%
2,758
+144
282
$367K 0.02%
7,300
283
$361K 0.02%
4,738
-1,050
284
$357K 0.02%
5,690
-997
285
$356K 0.02%
2,169
+833
286
$355K 0.02%
3,295
287
$355K 0.02%
4,355
+235
288
$354K 0.02%
10,874
-7,903
289
$351K 0.02%
+569
290
$350K 0.02%
6,378
-1,092
291
$349K 0.02%
6,811
+303
292
$345K 0.02%
5,786
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293
$345K 0.02%
12,955
294
$344K 0.02%
1,188
295
$344K 0.02%
899
+140
296
$343K 0.02%
2,526
+300
297
$341K 0.02%
27,819
+8,039
298
$337K 0.01%
1,366
+13
299
$335K 0.01%
8,680
+1,076
300
$333K 0.01%
4,310
+1,222
10 11
12
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