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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$326K 0.02%
2,400
-75
402
$325K 0.02%
10,295
+10
403
$324K 0.02%
3,803
+3
404
$323K 0.02%
12,550
+2,700
405
$319K 0.02%
9,088
-1,850
406
$315K 0.02%
914
-22
407
$315K 0.02%
13,533
-4,103
408
$314K 0.02%
12,054
-209
409
$310K 0.02%
4,248
-435
410
$308K 0.02%
9,984
-1,434
411
$308K 0.02%
11,722
+600
412
$305K 0.02%
8,783
413
$302K 0.02%
5,431
-250
414
$299K 0.02%
2,175
-210
415
$299K 0.02%
+2,667
416
$296K 0.02%
25,600
417
$295K 0.02%
3,303
-381
418
$292K 0.02%
+11,925
419
$287K 0.02%
1,024
-125
420
$286K 0.02%
8,700
-1,212
421
$285K 0.02%
4,127
-625
422
$281K 0.02%
10,021
+21
423
$277K 0.02%
9,800
-900
424
$276K 0.02%
10,744
-279
425
$275K 0.02%
2,745
15 16
17
18 19