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
451
$226K 0.01%
3,360
452
$225K 0.01%
8,648
+1,027
453
$224K 0.01%
6,254
+379
454
$223K 0.01%
9,810
-615
455
$222K 0.01%
13,792
+736
456
$222K 0.01%
8,663
-159
457
$220K 0.01%
2,000
458
$220K 0.01%
8,550
-150
459
$219K 0.01%
2,806
-997
460
$217K 0.01%
8,261
-890
461
$216K 0.01%
8,549
+57
462
$216K 0.01%
5,104
-393
463
$216K 0.01%
8,200
464
$215K 0.01%
12,190
-56,679
465
$215K 0.01%
1,276
466
$213K 0.01%
8,800
467
$212K 0.01%
+1,979
468
$211K 0.01%
2,380
469
$210K 0.01%
+965
470
$210K 0.01%
+3,740
471
$210K 0.01%
3,360
-3,301
472
$209K 0.01%
+4,470
473
$208K 0.01%
8,000
+150
474
$206K 0.01%
+3,021
475
$206K 0.01%
6,311
-1,091
17 18
19
20 21