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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$370K 0.02%
11,952
-2,000
302
$370K 0.02%
4,965
-112
303
$369K 0.02%
7,220
304
$369K 0.02%
3,192
305
$368K 0.02%
3,542
306
$361K 0.02%
899
307
$361K 0.02%
4,310
+293
308
$356K 0.02%
4,468
-78
309
$353K 0.02%
6,225
+1,775
310
$350K 0.02%
8,951
311
$348K 0.02%
2,477
-2,177
312
$347K 0.01%
4,426
-61
313
$346K 0.01%
4,635
314
$345K 0.01%
2,300
315
$337K 0.01%
1,016
316
$337K 0.01%
4,153
-497
317
$335K 0.01%
5,168
318
$332K 0.01%
6,361
319
$330K 0.01%
5,033
-163
320
$329K 0.01%
2,102
-200
321
$326K 0.01%
2,591
-110
322
$325K 0.01%
2,238
323
$323K 0.01%
7,688
-104
324
$316K 0.01%
3,131
-447
325
$313K 0.01%
9,050
-1,551
11 12
13
14 15