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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$215K 0.01%
5,338
-225
352
$212K 0.01%
1,665
-1,117
353
$211K 0.01%
1,015
-150
354
$211K 0.01%
+3,985
355
$208K 0.01%
138
-92
356
$207K 0.01%
+1,386
357
$207K 0.01%
11,204
358
$207K 0.01%
+4,321
359
$206K 0.01%
+2,933
360
$206K 0.01%
+1,548
361
$200K 0.01%
+2,475
362
$194K 0.01%
12,440
-2,691
363
$188K 0.01%
17,270
364
$56.6K ﹤0.01%
11,533
-917
365
$45.5K ﹤0.01%
10,000
366
– –
-826
367
– –
-11,029
368
– –
-13,509
369
– –
-6,199
370
– –
-4,337
371
– –
-4,575
372
– –
-12,465
373
– –
-5,789
374
– –
-2,539
375
– –
-7,100
12 13 14
15
16