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
$2.78B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.91M
3
+$3.21M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.1M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.83M

Top Sells

1
+$10M
2
+$7.93M
3
+$5.16M
4
PEP icon
PepsiCo
PEP
+$4.05M
5
UPS icon
United Parcel Service
UPS
+$2.97M

Sector Composition

1 Technology 17.67%
2 Consumer Staples 8.51%
3 Financials 7.49%
4 Consumer Discretionary 7.17%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$388K 0.01%
2,839
-105
277
$385K 0.01%
1,912
278
$382K 0.01%
3,656
+93
279
$382K 0.01%
1,245
-35
280
$381K 0.01%
2,000
281
$377K 0.01%
9,718
282
$377K 0.01%
1,091
+9
283
$369K 0.01%
5,942
-50
284
$367K 0.01%
1,110
-150
285
$365K 0.01%
6,109
-700
286
$365K 0.01%
6,908
+12
287
$356K 0.01%
3,216
-189
288
$355K 0.01%
5,063
289
$352K 0.01%
1,488
-177
290
$351K 0.01%
3,535
-1,208
291
$347K 0.01%
4,838
+180
292
$345K 0.01%
7,785
-170
293
$345K 0.01%
2,303
294
$342K 0.01%
3,501
-765
295
$341K 0.01%
4,635
-475
296
$333K 0.01%
3,115
+55
297
$331K 0.01%
4,875
-6,122
298
$330K 0.01%
1,877
+49
299
$329K 0.01%
8,478
+159
300
$329K 0.01%
4,488
-1,427
10 11
12
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