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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$222K 0.01%
695
+4
377
$220K 0.01%
2,090
-493
378
$218K 0.01%
+5,351
379
$216K 0.01%
+1,866
380
$211K 0.01%
+2,365
381
$209K 0.01%
+2,170
382
$208K 0.01%
+1,606
383
$205K 0.01%
8,605
-50
384
$204K 0.01%
1,618
-1,065
385
$204K 0.01%
+4,510
386
$175K 0.01%
11,000
387
$102K ﹤0.01%
10,721
-166
388
$45K ﹤0.01%
10,000
389
– –
-20,030
390
– –
-10,000
391
– –
-16,693
392
– –
-17,278
393
– –
-2,570
394
– –
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395
– –
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396
– –
-1,721
397
– –
-27,413
398
– –
-34,300
399
– –
-750
400
– –
-3,786
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