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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.6M 1.1%
382,775
-17,089
27
$26.1M 1.04%
90,782
+143
28
$26M 1.04%
103,838
-3,074
29
$25.4M 1.01%
104,266
-143
30
$24.8M 0.99%
81,564
+1,380
31
$23.6M 0.94%
150,232
+313
32
$23.3M 0.93%
48,921
+10,019
33
$22.9M 0.91%
77,303
-2,465
34
$22.5M 0.9%
370,699
-11,454
35
$22.3M 0.89%
38,232
+1,950
36
$21.7M 0.87%
438,630
-13,950
37
$21.4M 0.85%
151,929
-6,187
38
$21.2M 0.84%
91,587
-13,651
39
$18.7M 0.75%
15,645
-1,322
40
$18M 0.72%
81,810
-3,971
41
$17.6M 0.7%
152,441
-2,368
42
$16.5M 0.66%
55,645
-2,757
43
$16.3M 0.65%
39,911
+282
44
$16.3M 0.65%
485,154
-35,063
45
$16.3M 0.65%
147,664
-6,031
46
$16M 0.64%
80,530
-2,491
47
$15.9M 0.63%
146,678
-178
48
$14.2M 0.57%
148,201
-13,469
49
$13.3M 0.53%
48,514
-289
50
$12.6M 0.5%
103,805
-12,951
1
2
3 4 5