KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
This Quarter Return
-13.61%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$2.29B
AUM Growth
+$2.29B
(-16%)
Cap. Flow
-$3.52M
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
28.88%
Holding
419
New
10
Increased
125
Reduced
207
Closed
35
Top Buys
Top Sells
| 1 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$9.3M |
| 2 |
Invesco MSCI Sustainable Future ETF
ERTH
|
$7.26M |
| 3 |
Apple
AAPL
|
$5.29M |
| 4 |
Walt Disney
DIS
|
$3.91M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$3.71M |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Healthcare | 9.66% |
| 3 | Consumer Staples | 8.57% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 7.22% |
