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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.56M
3
+$3.44M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.86M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.1M
4
ABT icon
Abbott
ABT
+$2.88M
5
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$2.61M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$224K 0.01%
1,721
352
$223K 0.01%
+1,000
353
$223K 0.01%
577
+7
354
$221K 0.01%
8,865
-825
355
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+3,825
356
$220K 0.01%
11,292
+24
357
$219K 0.01%
5,100
+300
358
$218K 0.01%
5,645
-2,019
359
$216K 0.01%
9,400
360
$216K 0.01%
+445
361
$213K 0.01%
8,655
-125
362
$211K 0.01%
691
363
$210K 0.01%
7,359
364
$206K 0.01%
+7,089
365
$205K 0.01%
+1,195
366
$204K 0.01%
3,499
367
$204K 0.01%
+7,460
368
$204K 0.01%
+2,420
369
$203K 0.01%
8,990
370
$187K 0.01%
20,030
+30
371
$172K 0.01%
11,000
372
$157K 0.01%
17,270
373
$156K 0.01%
10,000
374
$125K 0.01%
+10,887
375
$110K 0.01%
27,413
13 14
15
16 17