KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
This Quarter Return
+9.16%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$2.98B
AUM Growth
+$2.98B
(+7.1%)
Cap. Flow
+$5.08M
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
33.93%
Holding
391
New
29
Increased
132
Reduced
165
Closed
13
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$8.73M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$6.66M |
| 3 |
JPMorgan Chase
JPM
|
$5.5M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$4.63M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$3.16M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$12.4M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$4.16M |
| 3 |
United Parcel Service
UPS
|
$3.25M |
| 4 |
Union Pacific
UNP
|
$3.06M |
| 5 |
Apple
AAPL
|
$2.91M |
Sector Composition
| 1 | Technology | 18.35% |
| 2 | Consumer Staples | 8.02% |
| 3 | Financials | 7.67% |
| 4 | Industrials | 7.31% |
| 5 | Consumer Discretionary | 6.84% |
