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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$383K 0.01%
+4,635
327
$383K 0.01%
883
-300
328
$383K 0.01%
+5,500
329
$381K 0.01%
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330
$376K 0.01%
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-1,498
331
$365K 0.01%
15,700
+1,800
332
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+1,427
333
$356K 0.01%
2,612
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334
$351K 0.01%
2,415
335
$350K 0.01%
7,720
-200
336
$349K 0.01%
18,000
337
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1,228
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338
$347K 0.01%
9,551
+400
339
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3,145
340
$344K 0.01%
6,000
341
$339K 0.01%
1,627
342
$338K 0.01%
4,422
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343
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344
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345
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5,530
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346
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2,074
347
$323K 0.01%
3,738
-256
348
$311K 0.01%
5,874
349
$308K 0.01%
2,473
350
$306K 0.01%
1,016
12 13
14
15 16