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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$275K 0.02%
+11,000
427
$273K 0.02%
3,290
428
$272K 0.02%
10,619
+10
429
$269K 0.02%
7,080
430
$267K 0.02%
4,048
-53
431
$266K 0.02%
5,967
432
$265K 0.02%
3,500
433
$265K 0.02%
15,808
434
$265K 0.02%
9,900
435
$263K 0.02%
+10,500
436
$263K 0.02%
2,275
437
$260K 0.02%
14,403
+2,073
438
$259K 0.02%
10,200
+1,300
439
$258K 0.02%
5,461
440
$257K 0.02%
2,745
-80
441
$252K 0.02%
9,798
442
$250K 0.02%
4,714
443
$250K 0.02%
3,026
+76
444
$250K 0.02%
8,707
+413
445
$249K 0.02%
9,886
+12
446
$248K 0.02%
9,869
+85
447
$246K 0.02%
15,001
-203
448
$245K 0.02%
9,212
-193
449
$244K 0.01%
5,901
-4,193
450
$242K 0.01%
1,360
16 17
18
19 20