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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$361K 0.02%
10,010
+606
302
$359K 0.02%
1,608
+181
303
$352K 0.02%
10,271
+68
304
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6,485
305
$347K 0.02%
3,046
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306
$346K 0.02%
899
+16
307
$345K 0.02%
3,542
-181
308
$344K 0.02%
2,183
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309
$342K 0.01%
2,871
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310
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3,700
311
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2,431
312
$335K 0.01%
4,745
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313
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2,492
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314
$329K 0.01%
2,515
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315
$329K 0.01%
6,293
-14,093
316
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1,751
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$326K 0.01%
19,433
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318
$325K 0.01%
5,871
-1,384
319
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4,635
320
$319K 0.01%
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321
$318K 0.01%
9,690
+139
322
$316K 0.01%
665
-153
323
$315K 0.01%
1,759
-166
324
$313K 0.01%
20,000
+15,000
325
$310K 0.01%
2,714
-192
11 12
13
14 15