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
$1.19B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.13M
3
+$3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.21M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.12M

Top Sells

1
+$2.9M
2
+$1.37M
3
+$963K
4
ARY.CL
ARES CAPITAL CORPORATION 7.75% SENIOR NOTES DUE 2040 (MD)
ARY.CL
+$925K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$852K

Sector Composition

1 Healthcare 10.98%
2 Consumer Staples 9.54%
3 Technology 7.43%
4 Energy 6.98%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$314K 0.03%
12,226
-400
402
$311K 0.03%
8,425
-2,176
403
$309K 0.03%
6,022
404
$309K 0.03%
5,300
405
$306K 0.03%
+9,049
406
$302K 0.03%
11,500
-400
407
$300K 0.03%
11,646
-117
408
$297K 0.03%
10,498
-250
409
$296K 0.02%
2,360
+80
410
$296K 0.02%
13,728
+2,350
411
$295K 0.02%
11,800
-400
412
$294K 0.02%
5,500
+700
413
$292K 0.02%
11,411
+48
414
$290K 0.02%
12,500
415
$289K 0.02%
7,582
-824
416
$288K 0.02%
+5,215
417
$287K 0.02%
10,035
-350
418
$284K 0.02%
9,168
419
$283K 0.02%
11,766
+6
420
$281K 0.02%
11,003
421
$274K 0.02%
1,750
422
$273K 0.02%
4,430
-375
423
$273K 0.02%
10,769
-305
424
$270K 0.02%
10,950
-400
425
$266K 0.02%
+4,090
15 16
17
18 19