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
451
$235K 0.01%
672
452
$232K 0.01%
5,226
-10,308
453
$230K 0.01%
3,140
-150
454
$230K 0.01%
6,326
-4,211
455
$230K 0.01%
7,402
-40,534
456
$230K 0.01%
9,399
+1,007
457
$229K 0.01%
4,018
458
$224K 0.01%
8,822
+790
459
$222K 0.01%
+8,700
460
$219K 0.01%
2,000
461
$218K 0.01%
10,000
462
$218K 0.01%
10,882
-156
463
$217K 0.01%
3,500
464
$217K 0.01%
+3,761
465
$216K 0.01%
10,425
-1,141
466
$214K 0.01%
8,492
+56
467
$213K 0.01%
+8,200
468
$212K 0.01%
8,800
469
$212K 0.01%
2,415
470
$211K 0.01%
4,323
-948
471
$211K 0.01%
8,338
+27
472
$208K 0.01%
+13,056
473
$208K 0.01%
4,530
+316
474
$208K 0.01%
+1,610
475
$207K 0.01%
+3,983
17 18
19
20 21