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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$277K 0.02%
11,038
+38
427
$274K 0.02%
+10,950
428
$274K 0.02%
+10,000
429
$274K 0.02%
10,628
+9
430
$272K 0.02%
7,137
-2,389
431
$272K 0.02%
2,689
+185
432
$271K 0.02%
3,290
433
$270K 0.02%
2,745
434
$267K 0.02%
1,360
435
$267K 0.02%
+10,600
436
$264K 0.02%
14,403
437
$263K 0.02%
5,696
+1,136
438
$263K 0.02%
5,461
439
$263K 0.02%
10,500
-1,200
440
$257K 0.02%
2,100
-175
441
$256K 0.02%
9,640
+1,310
442
$255K 0.01%
10,003
-1,687
443
$254K 0.01%
4,715
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444
$253K 0.01%
9,740
-850
445
$250K 0.01%
+9,850
446
$250K 0.01%
9,798
447
$244K 0.01%
9,307
+657
448
$244K 0.01%
8,720
+13
449
$239K 0.01%
+16,784
450
$234K 0.01%
6,620
+2
16 17
18
19 20