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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$330K 0.01%
2,748
+281
302
$326K 0.01%
1,757
303
$322K 0.01%
3,160
304
$315K 0.01%
+12,960
305
$314K 0.01%
2,224
+150
306
$313K 0.01%
+18,000
307
$311K 0.01%
+2,130
308
$311K 0.01%
2,473
309
$308K 0.01%
4,450
-400
310
$300K 0.01%
6,111
311
$296K 0.01%
+5,157
312
$295K 0.01%
1,514
313
$287K 0.01%
3,656
314
$287K 0.01%
4,404
-520
315
$284K 0.01%
+3,966
316
$281K 0.01%
+4,388
317
$281K 0.01%
2,136
-157
318
$280K 0.01%
4,290
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319
$279K 0.01%
5,639
-700
320
$276K 0.01%
3,283
-300
321
$268K 0.01%
3,456
322
$265K 0.01%
+537
323
$264K 0.01%
+4,955
324
$263K 0.01%
6,000
325
$261K 0.01%
+423
11 12
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