KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+5.25%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.27B
AUM Growth
+$60.9M
(+5.1%)
Cap. Flow
-$7.95M
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
17.61%
Holding
555
New
25
Increased
201
Reduced
230
Closed
33
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$8.72M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$3.74M |
| 3 |
Wells Fargo
WFC
|
$2.46M |
| 4 |
Walt Disney
DIS
|
$1.7M |
| 5 |
Crown Castle
CCI
|
$1.65M |
Top Sells
| 1 |
Columbia Emerging Markets Consumer ETF
ECON
|
$3.39M |
| 2 |
ENH.PRA
ENDURANCE SPECIALTY HOLDINGS LTD PFD SER A
ENH.PRA
|
$3.03M |
| 3 |
ConocoPhillips
COP
|
$2.58M |
| 4 |
iShares Europe ETF
IEV
|
$2.42M |
| 5 |
Exxon Mobil
XOM
|
$1.95M |
Sector Composition
| 1 | Healthcare | 11.58% |
| 2 | Consumer Staples | 10.23% |
| 3 | Technology | 7.51% |
| 4 | Industrials | 7.27% |
| 5 | Financials | 6.73% |
