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
$1.62B
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$12.1M
3
+$7.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.5M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.99M

Top Sells

1
+$55.3M
2
+$6.23M
3
+$5.97M
4
MO icon
Altria Group
MO
+$5.33M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$4.93M

Sector Composition

1 Technology 10.19%
2 Healthcare 8.06%
3 Industrials 6.58%
4 Consumer Discretionary 6.55%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$305K 0.02%
5,033
+1,272
402
$305K 0.02%
13,018
-4,215
403
$302K 0.02%
2,745
404
$302K 0.02%
11,872
-182
405
$297K 0.02%
12,216
-12,961
406
$297K 0.02%
1,904
-88
407
$295K 0.02%
12,425
-1,675
408
$289K 0.02%
4,130
-118
409
$289K 0.02%
11,350
-1,200
410
$287K 0.02%
11,985
-1,548
411
$285K 0.02%
1,450
412
$283K 0.02%
1,024
413
$281K 0.02%
4,018
414
$281K 0.02%
10,880
+437
415
$276K 0.02%
12,990
416
$275K 0.02%
10,480
+50
417
$274K 0.02%
10,058
+37
418
$274K 0.02%
4,674
-1,420
419
$273K 0.02%
11,238
-687
420
$271K 0.02%
5,871
+440
421
$271K 0.02%
9,784
-20,944
422
$263K 0.02%
4,492
-760
423
$257K 0.02%
9,400
-400
424
$255K 0.02%
3,500
425
$255K 0.02%
10,280
-174
15 16
17
18 19