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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$259K 0.01%
3,074
+283
327
$255K 0.01%
4,236
-162
328
$253K 0.01%
610
329
$252K 0.01%
5,010
330
$252K 0.01%
2,571
331
$251K 0.01%
6,939
332
$249K 0.01%
1,359
+50
333
$247K 0.01%
+1,500
334
$246K 0.01%
+7,758
335
$246K 0.01%
1,638
+93
336
$245K 0.01%
3,553
337
$242K 0.01%
3,375
-225
338
$240K 0.01%
17,270
339
$239K 0.01%
3,716
340
$237K 0.01%
7,455
-135
341
$236K 0.01%
9,400
342
$236K 0.01%
13,677
343
$236K 0.01%
2,230
344
$235K 0.01%
1,137
-75
345
$235K 0.01%
1,916
346
$234K 0.01%
+4,800
347
$230K 0.01%
2,105
348
$230K 0.01%
1,471
+25
349
$226K 0.01%
2,590
+90
350
$223K 0.01%
2,977
+31
12 13
14
15 16