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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$316K 0.02%
+6,072
402
$316K 0.02%
7,584
403
$315K 0.02%
12,385
+69
404
$314K 0.02%
4,084
+23
405
$311K 0.02%
695
-432
406
$311K 0.02%
11,955
-1,313
407
$305K 0.02%
5,669
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408
$304K 0.02%
10,280
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409
$302K 0.02%
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410
$302K 0.02%
12,168
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411
$301K 0.02%
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412
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413
$297K 0.02%
663
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414
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+7,977
415
$294K 0.02%
1,169
416
$293K 0.02%
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-48
417
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+8,565
418
$288K 0.02%
11,030
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419
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10,320
-1,350
420
$286K 0.02%
5,627
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421
$285K 0.02%
1,523
+20
422
$280K 0.02%
1,149
423
$280K 0.02%
3,798
-460
424
$280K 0.02%
10,590
-400
425
$279K 0.02%
5,026
15 16
17
18 19