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
$1.62B
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$12.1M
3
+$7.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.5M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.99M

Top Sells

1
+$55.3M
2
+$6.23M
3
+$5.97M
4
MO icon
Altria Group
MO
+$5.33M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$4.93M

Sector Composition

1 Technology 10.19%
2 Healthcare 8.06%
3 Industrials 6.58%
4 Consumer Discretionary 6.55%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$497K 0.03%
20,034
+3
327
$496K 0.03%
7,268
-2,677
328
$496K 0.03%
19,650
-350
329
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20,264
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330
$489K 0.03%
3,599
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331
$484K 0.03%
18,743
-46,545
332
$484K 0.03%
3,434
-2,627
333
$483K 0.03%
18,875
-75
334
$477K 0.03%
5,229
-180
335
$477K 0.03%
13,070
336
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8,410
+3
337
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4,222
-150
338
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18,220
+1,350
339
$461K 0.03%
2,712
-72
340
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341
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2,780
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342
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14,110
-2,135
343
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18,275
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344
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7,584
-1,109
345
$448K 0.03%
439
-20
346
$444K 0.03%
17,725
+1,600
347
$444K 0.03%
17,417
+150
348
$442K 0.03%
2,772
+597
349
$441K 0.03%
16,760
-900
350
$438K 0.03%
16,922
+5,200
12 13
14
15 16