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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.56M
3
+$3.44M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.86M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.1M
4
ABT icon
Abbott
ABT
+$2.88M
5
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$2.61M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$269K 0.01%
4,706
-75
327
$268K 0.01%
4,650
328
$267K 0.01%
1,016
329
$267K 0.01%
708
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330
$264K 0.01%
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331
$263K 0.01%
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332
$261K 0.01%
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333
$260K 0.01%
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334
$253K 0.01%
2,347
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335
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+2,388
336
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337
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6,000
338
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5,390
-250
339
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340
$248K 0.01%
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341
$248K 0.01%
2,583
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343
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344
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2,570
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345
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346
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3,059
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347
$228K 0.01%
1,815
348
$227K 0.01%
2,496
-375
349
$227K 0.01%
2,473
350
$225K 0.01%
4,450
12 13
14
15 16