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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$265K 0.01%
1,815
352
$262K 0.01%
2,496
353
$261K 0.01%
3,825
354
$257K 0.01%
7,359
355
$257K 0.01%
662
-46
356
$256K 0.01%
9,445
+455
357
$255K 0.01%
1,172
358
$251K 0.01%
2,383
-217
359
$251K 0.01%
4,125
-2,690
360
$250K 0.01%
10,285
+2,825
361
$249K 0.01%
11,313
+21
362
$248K 0.01%
5,625
-141
363
$242K 0.01%
4,134
-20
364
$240K 0.01%
17,270
365
$237K 0.01%
7,618
-15,715
366
$237K 0.01%
5,114
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367
$235K 0.01%
1,003
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368
$235K 0.01%
6,063
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369
$234K 0.01%
+1,113
370
$232K 0.01%
1,228
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371
$232K 0.01%
453
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372
$226K 0.01%
581
+4
373
$225K 0.01%
8,385
-480
374
$222K 0.01%
3,499
375
$222K 0.01%
9,400
12 13 14
15
16