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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.36M
3
+$4.08M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.01M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.54M

Top Sells

1
+$6.12M
2
+$4.1M
3
+$3.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.38M
5
DEO icon
Diageo
DEO
+$3.2M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$473K 0.02%
26,994
+5,821
277
$465K 0.02%
7,615
-387
278
$465K 0.02%
4,575
279
$460K 0.02%
4,807
-4
280
$456K 0.02%
1,597
-310
281
$456K 0.02%
+13,053
282
$454K 0.02%
9,636
283
$454K 0.02%
+228,168
284
$450K 0.02%
6,183
285
$446K 0.02%
10,989
+1,305
286
$440K 0.02%
7,220
287
$431K 0.02%
8,951
288
$424K 0.02%
7,361
-320
289
$417K 0.02%
9,346
-9,994
290
$413K 0.02%
3,825
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291
$408K 0.02%
7,566
292
$407K 0.02%
8,682
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293
$406K 0.02%
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294
$400K 0.02%
3,947
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295
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296
$400K 0.02%
9,227
297
$397K 0.02%
288
298
$396K 0.02%
2,185
-17,638
299
$394K 0.02%
4,612
+302
300
$390K 0.02%
3,586
+786
10 11
12
13 14