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
$1.62B
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$12.1M
3
+$7.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.5M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.99M

Top Sells

1
+$55.3M
2
+$6.23M
3
+$5.97M
4
MO icon
Altria Group
MO
+$5.33M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$4.93M

Sector Composition

1 Technology 10.19%
2 Healthcare 8.06%
3 Industrials 6.58%
4 Consumer Discretionary 6.55%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$254K 0.02%
4,717
+1
427
$254K 0.02%
3,792
-275
428
$252K 0.02%
5,993
-10,702
429
$251K 0.02%
9,361
+724
430
$250K 0.02%
+10,000
431
$250K 0.02%
10,347
-887
432
$249K 0.02%
5,461
433
$245K 0.02%
5,711
+15
434
$244K 0.02%
6,500
-1,180
435
$240K 0.01%
9,103
-1,641
436
$239K 0.01%
10,000
437
$239K 0.01%
3,014
-289
438
$237K 0.01%
4,870
439
$237K 0.01%
2,109
-500
440
$237K 0.01%
9,289
+25
441
$236K 0.01%
2,415
442
$236K 0.01%
9,408
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443
$235K 0.01%
+6,426
444
$235K 0.01%
9,245
-450
445
$234K 0.01%
+9,069
446
$232K 0.01%
1,765
+155
447
$231K 0.01%
1,855
-245
448
$230K 0.01%
8,339
-41,122
449
$228K 0.01%
7,465
+9
450
$226K 0.01%
+8,630
16 17
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