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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$304K 0.01%
7,664
-8,689
327
$301K 0.01%
6,410
+3,445
328
$301K 0.01%
9,588
-200
329
$298K 0.01%
5,640
-600
330
$298K 0.01%
+2,885
331
$297K 0.01%
3,145
332
$295K 0.01%
26,510
+2,521
333
$293K 0.01%
4,468
-1,633
334
$293K 0.01%
1,702
+75
335
$291K 0.01%
3,250
-1,645
336
$290K 0.01%
4,650
-850
337
$288K 0.01%
2,445
+391
338
$285K 0.01%
1,016
339
$285K 0.01%
2,074
340
$281K 0.01%
5,063
-1,697
341
$278K 0.01%
6,615
-1,401
342
$277K 0.01%
+3,673
343
$276K 0.01%
6,000
344
$275K 0.01%
6,939
345
$274K 0.01%
6,535
-170
346
$271K 0.01%
4,846
-2,419
347
$269K 0.01%
5,866
+336
348
$266K 0.01%
5,617
+1,186
349
$265K 0.01%
1,721
-900
350
$264K 0.01%
552
12 13
14
15 16