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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$443K 0.02%
7,266
-55
302
$441K 0.02%
1,555
-253
303
$440K 0.02%
7,265
-147
304
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4,328
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305
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5,647
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306
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782
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307
$434K 0.02%
9,798
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308
$433K 0.02%
7,631
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309
$433K 0.02%
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310
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899
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311
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312
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7,345
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313
$414K 0.02%
756
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314
$412K 0.02%
363
315
$407K 0.01%
1,329
316
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317
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319
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2,710
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321
$399K 0.01%
8,311
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322
$390K 0.01%
5,070
-224
323
$389K 0.01%
6,763
+2,193
324
$389K 0.01%
6,240
325
$384K 0.01%
3,723
+45
11 12
13
14 15