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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$435K 0.02%
1,768
+213
277
$432K 0.02%
15,696
-2,261
278
$425K 0.02%
7,220
-3,420
279
$424K 0.02%
1,301
-28
280
$408K 0.02%
9,636
281
$408K 0.02%
2,053
-160
282
$405K 0.02%
3,597
283
$405K 0.02%
18,880
-4,730
284
$405K 0.02%
12,217
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285
$397K 0.02%
+14,610
286
$395K 0.02%
4,814
+1,076
287
$388K 0.02%
2,007
-513
288
$388K 0.02%
4,053
-175
289
$387K 0.02%
+10,980
290
$386K 0.02%
3,788
291
$382K 0.02%
7,566
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292
$379K 0.02%
9,299
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293
$375K 0.02%
7,345
294
$374K 0.02%
+3,725
295
$374K 0.02%
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296
$372K 0.02%
782
297
$371K 0.02%
+14,485
298
$366K 0.02%
5,704
+57
299
$365K 0.02%
9,798
300
$361K 0.02%
5,773
-934
10 11
12
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