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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$667K 0.04%
28,101
-105,721
302
$657K 0.04%
+25,250
303
$653K 0.04%
+25,650
304
$652K 0.04%
24,769
-189
305
$652K 0.04%
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306
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7,415
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307
$647K 0.04%
8,586
-175
308
$646K 0.04%
5,387
309
$642K 0.04%
7,216
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310
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24,896
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311
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24,481
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312
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24,668
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313
$615K 0.04%
748
314
$609K 0.04%
31,500
-34,842
315
$599K 0.04%
25,177
-1,345
316
$593K 0.04%
23,028
-206
317
$587K 0.04%
22,122
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318
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12,565
319
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10,305
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320
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3,680
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321
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7,126
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$549K 0.03%
51,200
323
$548K 0.03%
7,110
324
$547K 0.03%
21,468
+637
325
$545K 0.03%
28,770
-38,815
11 12
13
14 15