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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$537K 0.03%
3,536
327
$535K 0.03%
15,575
-1,135
328
$534K 0.03%
20,973
+1,118
329
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+9,721
330
$532K 0.03%
6,882
331
$526K 0.03%
972
+10
332
$523K 0.03%
22,190
+4,730
333
$523K 0.03%
9,620
-2,403
334
$520K 0.03%
25,570
+5,280
335
$519K 0.03%
16,245
-680
336
$519K 0.03%
12,336
-40
337
$517K 0.03%
20,846
+3,466
338
$514K 0.03%
11,847
+340
339
$513K 0.03%
5,409
-62
340
$513K 0.03%
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341
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20,000
342
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19,811
343
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20,031
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344
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345
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18,950
-150
346
$467K 0.03%
2,784
+1,341
347
$466K 0.03%
459
-15
348
$465K 0.03%
17,660
-1,500
349
$457K 0.03%
13,070
-2,061
350
$455K 0.03%
8,693
+1,109
12 13
14
15 16