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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$325K 0.02%
1,882
+544
402
$323K 0.02%
10,285
+5
403
$320K 0.02%
+12,263
404
$319K 0.02%
8,783
405
$315K 0.02%
7,584
406
$314K 0.02%
10,938
-1,100
407
$310K 0.02%
3,800
+2
408
$309K 0.02%
+2,943
409
$309K 0.02%
+2,942
410
$305K 0.02%
12,454
+69
411
$300K 0.02%
11,122
-1,403
412
$300K 0.02%
11,566
-389
413
$298K 0.02%
1,149
414
$297K 0.02%
5,026
415
$296K 0.02%
7,680
+600
416
$294K 0.02%
10,700
-1,600
417
$293K 0.02%
1,443
-80
418
$292K 0.02%
17,122
+1,314
419
$292K 0.02%
+11,200
420
$290K 0.02%
5,681
-391
421
$290K 0.02%
+2,385
422
$290K 0.02%
6,580
+679
423
$289K 0.02%
11,023
-7
424
$288K 0.02%
3,452
-1,900
425
$281K 0.02%
25,600
15 16
17
18 19