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
$1.78B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.75M
3
+$3.65M
4
KKR icon
KKR & Co
KKR
+$3.28M
5
INTC icon
Intel
INTC
+$3.08M

Top Sells

1
+$22.6M
2
+$7.78M
3
+$6.94M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.42M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.14M

Sector Composition

1 Technology 15.87%
2 Healthcare 8.58%
3 Consumer Staples 8.49%
4 Consumer Discretionary 8.18%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$240K 0.01%
1,253
-10
302
$239K 0.01%
+5,788
303
$239K 0.01%
2,723
304
$238K 0.01%
2,386
-1,700
305
$237K 0.01%
6,111
306
$230K 0.01%
+775
307
$230K 0.01%
+6,339
308
$229K 0.01%
6,122
-6,661
309
$228K 0.01%
3,565
-599
310
$228K 0.01%
+3,583
311
$227K 0.01%
+25,134
312
$224K 0.01%
2,074
313
$223K 0.01%
+2,285
314
$222K 0.01%
+8,050
315
$222K 0.01%
+610
316
$219K 0.01%
+1,219
317
$218K 0.01%
3,360
318
$216K 0.01%
3,007
319
$215K 0.01%
+2,350
320
$213K 0.01%
6,269
+667
321
$211K 0.01%
2,475
+98
322
$209K 0.01%
11,169
-1,905
323
$205K 0.01%
+5,080
324
$205K 0.01%
+4,398
325
$205K 0.01%
+3,656
11 12
13
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