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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$373K 0.02%
6,644
377
$371K 0.02%
13,454
+55
378
$370K 0.02%
15,809
-963
379
$370K 0.02%
15,148
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380
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19,950
-2,530
381
$369K 0.02%
7,860
-403
382
$365K 0.02%
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383
$362K 0.02%
7,752
-5,872
384
$362K 0.02%
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385
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13,029
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386
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387
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14,151
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14,400
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389
$350K 0.02%
12,300
390
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1,991
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391
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392
$342K 0.02%
12,525
393
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8,992
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394
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2,570
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13,300
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396
$332K 0.02%
6,895
-9
397
$327K 0.02%
7,305
-130
398
$325K 0.02%
12,038
-1,319
399
$323K 0.02%
13,288
+3,288
400
$321K 0.02%
12,727
+253
14 15
16
17 18