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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$298K 0.01%
+5,200
352
$297K 0.01%
+5,016
353
$294K 0.01%
+1,863
354
$293K 0.01%
2,054
+816
355
$291K 0.01%
4,978
+178
356
$289K 0.01%
4,470
-600
357
$283K 0.01%
3,553
358
$282K 0.01%
3,656
359
$279K 0.01%
9,400
360
$268K 0.01%
1,137
361
$268K 0.01%
12,800
+1,800
362
$268K 0.01%
11,250
+15
363
$267K 0.01%
2,423
364
$267K 0.01%
6,105
+190
365
$266K 0.01%
+3,853
366
$266K 0.01%
+2,568
367
$263K 0.01%
+13,889
368
$257K 0.01%
4,450
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369
$256K 0.01%
7,455
-400
370
$254K 0.01%
+4,431
371
$253K 0.01%
1,815
372
$251K 0.01%
3,720
373
$250K 0.01%
2,090
374
$248K 0.01%
9,005
375
$247K 0.01%
552
-7
13 14
15
16 17