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
$1.62B
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$12.1M
3
+$7.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.5M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.99M

Top Sells

1
+$55.3M
2
+$6.23M
3
+$5.97M
4
MO icon
Altria Group
MO
+$5.33M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$4.93M

Sector Composition

1 Technology 10.19%
2 Healthcare 8.06%
3 Industrials 6.58%
4 Consumer Discretionary 6.55%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$373K 0.02%
14,100
-200
377
$372K 0.02%
3,542
+650
378
$367K 0.02%
15,500
-902
379
$365K 0.02%
6,193
380
$362K 0.02%
10,295
381
$362K 0.02%
6,895
382
$362K 0.02%
2,400
383
$362K 0.02%
14,280
+278
384
$359K 0.02%
+14,625
385
$357K 0.02%
14,630
+474
386
$356K 0.02%
9,575
-6,000
387
$354K 0.02%
+15,300
388
$353K 0.02%
5,152
-1,539
389
$349K 0.02%
3,747
-71
390
$349K 0.02%
14,600
-200
391
$347K 0.02%
10,380
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392
$344K 0.02%
322
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393
$343K 0.02%
4,207
-1,672
394
$341K 0.02%
8,079
-15,164
395
$329K 0.02%
12,437
+100
396
$328K 0.02%
4,280
+618
397
$320K 0.02%
9,088
398
$319K 0.02%
4,127
399
$316K 0.02%
8,783
400
$316K 0.02%
5,614
-1,126
14 15
16
17 18