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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$267K 0.01%
6,902
-1,357
327
$265K 0.01%
1,409
328
$263K 0.01%
+5,410
329
$262K 0.01%
3,223
330
$259K 0.01%
5,714
-34
331
$257K 0.01%
21,120
-706
332
$257K 0.01%
7,412
-1,016
333
$256K 0.01%
975
+87
334
$251K 0.01%
14,242
-707
335
$248K 0.01%
3,178
-1,132
336
$244K 0.01%
2,135
337
$244K 0.01%
1,085
-24
338
$242K 0.01%
+320
339
$242K 0.01%
8,034
+2
340
$241K 0.01%
1,316
-50
341
$240K 0.01%
+2,914
342
$234K 0.01%
3,005
343
$234K 0.01%
+1,510
344
$232K 0.01%
3,540
345
$231K 0.01%
5,919
+42
346
$226K 0.01%
+3,708
347
$224K 0.01%
9,712
348
$223K 0.01%
2,820
349
$220K 0.01%
3,835
350
$218K 0.01%
+5,533
12 13
14
15 16