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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$264K 0.01%
3,433
-120
352
$262K 0.01%
4,339
-83
353
$259K 0.01%
4,781
-1,982
354
$257K 0.01%
5,553
-321
355
$251K 0.01%
1,172
-56
356
$249K 0.01%
2,473
357
$239K 0.01%
4,450
358
$236K 0.01%
2,600
-3,200
359
$236K 0.01%
3,499
360
$235K 0.01%
9,400
361
$234K 0.01%
11,268
+18
362
$228K 0.01%
8,780
-225
363
$227K 0.01%
4,791
+995
364
$223K 0.01%
9,740
-5,960
365
$223K 0.01%
1,815
366
$222K 0.01%
4,800
-178
367
$221K 0.01%
7,720
368
$220K 0.01%
570
-329
369
$219K 0.01%
4,470
370
$217K 0.01%
1,866
+3
371
$212K 0.01%
2,090
372
$210K 0.01%
691
373
$209K 0.01%
7,359
-954
374
$208K 0.01%
594
-162
375
$207K 0.01%
1,137
13 14
15
16 17