KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
This Quarter Return
+8.18%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$2.32B
AUM Growth
+$2.32B
(+7.4%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
400
New
23
Increased
154
Reduced
163
Closed
12
Top Buys
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$5.89M |
| 2 |
NVIDIA
NVDA
|
$4.1M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$3.2M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$2.39M |
| 5 |
Chevron
CVX
|
$2.31M |
Top Sells
| 1 |
Vanguard Communication Services ETF
VOX
|
$3.64M |
| 2 |
Applied Materials
AMAT
|
$2.91M |
| 3 |
Verizon
VZ
|
$2.86M |
| 4 |
Walt Disney
DIS
|
$2.29M |
| 5 |
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% |
