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
$1.62B
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$12.1M
3
+$7.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.5M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.99M

Top Sells

1
+$55.3M
2
+$6.23M
3
+$5.97M
4
MO icon
Altria Group
MO
+$5.33M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$4.93M

Sector Composition

1 Technology 10.19%
2 Healthcare 8.06%
3 Industrials 6.58%
4 Consumer Discretionary 6.55%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$437K 0.03%
3,762
+359
352
$436K 0.03%
12,223
-61,381
353
$436K 0.03%
6,209
+555
354
$432K 0.03%
6,457
-3,074
355
$426K 0.03%
+16,700
356
$424K 0.03%
8,904
-1,410
357
$422K 0.03%
17,225
-200
358
$416K 0.03%
24,070
-1,500
359
$410K 0.03%
15,584
-1,573
360
$400K 0.02%
15,277
-1,400
361
$399K 0.02%
15,985
+2,382
362
$397K 0.02%
5,737
-223
363
$397K 0.02%
15,566
-492
364
$392K 0.02%
15,464
-700
365
$391K 0.02%
4,695
+1,975
366
$390K 0.02%
2,344
+1
367
$389K 0.02%
13,597
-400
368
$389K 0.02%
6,198
-21,139
369
$384K 0.02%
7,785
+99
370
$382K 0.02%
670
371
$380K 0.02%
15,125
-410
372
$379K 0.02%
3,182
+515
373
$378K 0.02%
14,908
+897
374
$377K 0.02%
8,657
+4,127
375
$374K 0.02%
7,622
-1,998
13 14
15
16 17