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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$309K 0.01%
26,595
+737
327
$305K 0.01%
4,444
-473
328
$302K 0.01%
6,939
329
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330
$295K 0.01%
5,645
331
$294K 0.01%
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332
$292K 0.01%
5,265
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333
$291K 0.01%
1,670
334
$289K 0.01%
+2,875
335
$288K 0.01%
10,440
+2,015
336
$286K 0.01%
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337
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338
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2,360
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339
$281K 0.01%
2,420
340
$279K 0.01%
+5,220
341
$276K 0.01%
3,354
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342
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343
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2,245
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344
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1,390
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345
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2,473
346
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2,245
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347
$268K 0.01%
4,555
-151
348
$267K 0.01%
6,788
-2,800
349
$266K 0.01%
+1,546
350
$266K 0.01%
3,423
-10
12 13
14
15 16