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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.31M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$447K 0.03%
17,077
-2,525
352
$439K 0.03%
17,367
+400
353
$436K 0.03%
6,745
354
$435K 0.03%
17,636
-1,484
355
$433K 0.03%
17,380
-650
356
$432K 0.03%
10,537
-3,710
357
$423K 0.02%
6,650
-918
358
$422K 0.02%
+16,800
359
$417K 0.02%
16,479
+5,979
360
$411K 0.02%
16,264
361
$409K 0.02%
14,197
-850
362
$407K 0.02%
7,205
-655
363
$407K 0.02%
6,895
-25,886
364
$405K 0.02%
16,035
-940
365
$404K 0.02%
6,312
-2,248
366
$404K 0.02%
15,950
367
$402K 0.02%
4,372
+288
368
$400K 0.02%
+2,300
369
$397K 0.02%
1,991
370
$394K 0.02%
15,339
+70
371
$393K 0.02%
6,214
372
$392K 0.02%
7,148
+1,479
373
$392K 0.02%
14,700
374
$389K 0.02%
5,776
-281
375
$384K 0.02%
3,684
-1,669
13 14
15
16 17