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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$274K 0.02%
7,680
427
$271K 0.02%
+10,430
428
$269K 0.02%
5,696
429
$267K 0.02%
+2,892
430
$265K 0.02%
11,234
-1,220
431
$263K 0.02%
4,067
-1,709
432
$263K 0.02%
10,443
+1,136
433
$258K 0.02%
3,360
434
$256K 0.02%
3,662
+404
435
$255K 0.02%
2,100
436
$254K 0.02%
1,450
437
$254K 0.02%
10,454
-174
438
$250K 0.02%
2,609
-80
439
$248K 0.02%
5,461
440
$246K 0.01%
9,695
-103
441
$245K 0.01%
6,946
-191
442
$244K 0.01%
1,227
-1,073
443
$243K 0.01%
4,716
+1
444
$241K 0.01%
12,990
-1,413
445
$241K 0.01%
5,497
-1,083
446
$241K 0.01%
9,151
-489
447
$238K 0.01%
4,870
448
$238K 0.01%
9,264
-476
449
$236K 0.01%
8,637
-83
450
$235K 0.01%
+7,456
16 17
18
19 20