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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$246K 0.01%
905
-30
302
$241K 0.01%
2,465
303
$238K 0.01%
1,228
-386
304
$237K 0.01%
3,211
+68
305
$236K 0.01%
5,369
+100
306
$232K 0.01%
1,125
-275
307
$228K 0.01%
6,275
+7
308
$221K 0.01%
3,835
-9,855
309
$218K 0.01%
23,182
-15,426
310
$216K 0.01%
2,813
311
$216K 0.01%
6,939
312
$215K 0.01%
+1,920
313
$213K 0.01%
2,380
314
$213K 0.01%
2,571
315
$212K 0.01%
4,165
316
$212K 0.01%
3,583
317
$207K 0.01%
+610
318
$205K 0.01%
3,656
319
$204K 0.01%
2,880
320
$204K 0.01%
+5,055
321
$192K 0.01%
21,005
322
$178K 0.01%
+6,311
323
$155K 0.01%
13,450
324
$72K ﹤0.01%
53,000
325
– –
-10,925
10 11 12
13
14