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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$446K 0.03%
+18,030
352
$444K 0.03%
8,560
+169
353
$441K 0.03%
15,047
+800
354
$440K 0.03%
+17,450
355
$439K 0.03%
16,975
-200
356
$434K 0.03%
16,967
+1,116
357
$428K 0.03%
17,432
+128
358
$427K 0.03%
95,440
-28,560
359
$427K 0.03%
5,352
-64
360
$424K 0.03%
7,568
-206
361
$423K 0.03%
6,745
-880
362
$423K 0.03%
6,057
-1,591
363
$418K 0.03%
12,020
+415
364
$418K 0.03%
16,450
+900
365
$415K 0.03%
16,264
366
$406K 0.02%
15,950
+500
367
$398K 0.02%
15,269
-586
368
$393K 0.02%
16,220
+4,520
369
$393K 0.02%
15,400
370
$390K 0.02%
14,700
371
$385K 0.02%
14,213
-1,194
372
$384K 0.02%
9,526
+118
373
$380K 0.02%
14,800
374
$376K 0.02%
6,214
+120
375
$376K 0.02%
52,450
+2,500
13 14
15
16 17