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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$245K 0.01%
+3,499
377
$244K 0.01%
8,313
+155
378
$243K 0.01%
6,480
-3,510
379
$239K 0.01%
10,836
+1,124
380
$236K 0.01%
3,825
381
$235K 0.01%
3,375
382
$230K 0.01%
691
383
$229K 0.01%
2,170
384
$228K 0.01%
4,214
385
$227K 0.01%
4,510
386
$225K 0.01%
2,977
-150
387
$225K 0.01%
+8,958
388
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2,167
-276
389
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1,194
+79
390
$219K 0.01%
2,241
391
$219K 0.01%
2,420
392
$218K 0.01%
10,000
-8,000
393
$218K 0.01%
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394
$216K 0.01%
610
395
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396
$214K 0.01%
538
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397
$214K 0.01%
2,386
-20
398
$213K 0.01%
+2,965
399
$210K 0.01%
1,204
-34
400
$210K 0.01%
1,479
14 15
16
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