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
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.64M
3
+$1.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.53M
5
PG icon
Procter & Gamble
PG
+$1.41M

Top Sells

1
+$2.48M
2
+$2.44M
3
+$2.32M
4
BCS.PRD.CL
Barclays Bank Plc
BCS.PRD.CL
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.27M

Sector Composition

1 Healthcare 11%
2 Energy 9.42%
3 Consumer Staples 8.8%
4 Industrials 6.94%
5 Technology 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$202K 0.02%
+3,696
452
$200K 0.02%
+15,000
453
$181K 0.02%
10,000
454
$137K 0.01%
5,059
-55
455
$99K 0.01%
1,125
+100
456
$44K ﹤0.01%
54,086
457
$42K ﹤0.01%
10,000
458
$21K ﹤0.01%
10,000
459
$20K ﹤0.01%
1,250
460
– –
-2,676
461
– –
-5,142
462
– –
-8,607
463
– –
-1
464
– –
-28,857
465
– –
-5,249
466
– –
-2,025
467
– –
-3,378
468
– –
-45,810
469
– –
-8,700
470
– –
-1,500
471
– –
-12,595
472
– –
-24,687
473
– –
-23,325
474
– –
-9,871
475
$0 ﹤0.01%
12,245
16 17 18
19
20