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
451
$234K 0.01%
5,271
-356
452
$233K 0.01%
+2,289
453
$232K 0.01%
+5,849
454
$232K 0.01%
+1,505
455
$229K 0.01%
3,360
456
$228K 0.01%
2,000
457
$227K 0.01%
18,206
-1,600
458
$227K 0.01%
+3,258
459
$226K 0.01%
+8,800
460
$224K 0.01%
3,500
461
$222K 0.01%
5,280
-3,712
462
$222K 0.01%
4,870
-1,097
463
$220K 0.01%
15,929
-990
464
$220K 0.01%
10,000
465
$219K 0.01%
+1,450
466
$216K 0.01%
2,350
-676
467
$215K 0.01%
+4,018
468
$215K 0.01%
+2,920
469
$215K 0.01%
1,252
-100
470
$214K 0.01%
+8,574
471
$213K 0.01%
+4,214
472
$213K 0.01%
8,436
-344
473
$212K 0.01%
2,380
474
$211K 0.01%
8,311
+417
475
$211K 0.01%
8,392
-686
17 18
19
20 21