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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$383K 0.02%
+4,025
377
$381K 0.02%
5,769
-875
378
$376K 0.02%
6,895
379
$374K 0.02%
+9,912
380
$374K 0.02%
20,290
+340
381
$374K 0.02%
14,800
382
$373K 0.02%
3,819
383
$370K 0.02%
13,507
+53
384
$368K 0.02%
325
385
$367K 0.02%
6,193
386
$366K 0.02%
14,020
-193
387
$359K 0.02%
2,475
-95
388
$357K 0.02%
14,166
+15
389
$355K 0.02%
73,280
-22,160
390
$355K 0.02%
4,752
-4,287
391
$352K 0.02%
936
+241
392
$349K 0.02%
7,405
+100
393
$348K 0.02%
13,134
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394
$344K 0.02%
8,652
-3,672
395
$341K 0.02%
+4,683
396
$336K 0.02%
13,550
-850
397
$335K 0.02%
+4,785
398
$330K 0.02%
11,418
+1,098
399
$328K 0.02%
12,867
+140
400
$327K 0.02%
5,444
-5,426
14 15
16
17 18