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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$396K 0.02%
3,004
-7
277
$395K 0.02%
7,195
-243
278
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7,425
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279
$389K 0.02%
2,238
280
$389K 0.02%
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281
$383K 0.02%
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-238
282
$374K 0.01%
2,336
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283
$372K 0.01%
25,650
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$369K 0.01%
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285
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286
$363K 0.01%
20,939
287
$362K 0.01%
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288
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6,863
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289
$358K 0.01%
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290
$358K 0.01%
695
291
$356K 0.01%
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292
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$350K 0.01%
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295
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4,240
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296
$339K 0.01%
5,265
297
$336K 0.01%
4,475
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298
$335K 0.01%
2,473
299
$334K 0.01%
9,266
-710
300
$331K 0.01%
16,194
-272
10 11
12
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