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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.56M
3
+$3.44M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.86M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.1M
4
ABT icon
Abbott
ABT
+$2.88M
5
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$2.61M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$375K 0.02%
7,345
277
$375K 0.02%
2,759
-351
278
$373K 0.02%
7,493
+1,200
279
$372K 0.02%
13,952
-1,503
280
$371K 0.02%
9,227
281
$369K 0.02%
6,859
+1,155
282
$367K 0.02%
+17,278
283
$361K 0.02%
7,220
+735
284
$360K 0.02%
899
285
$358K 0.02%
3,192
+146
286
$357K 0.02%
7,566
287
$355K 0.02%
2,515
288
$355K 0.02%
25,057
-15,210
289
$354K 0.02%
8,366
+1,956
290
$351K 0.02%
3,788
291
$350K 0.02%
21,014
+1,581
292
$349K 0.02%
12,217
293
$343K 0.02%
2,251
-180
294
$336K 0.02%
16,693
-2,187
295
$336K 0.02%
+2,506
296
$334K 0.02%
10,601
+330
297
$330K 0.02%
5,871
298
$329K 0.02%
9,588
299
$327K 0.02%
2,885
300
$322K 0.01%
3,578
-475
10 11
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