KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+4.32%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.19B
AUM Growth
+$97.4M
(+8.9%)
Cap. Flow
+$46.5M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
17.36%
Holding
558
New
52
Increased
242
Reduced
155
Closed
40
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.39M |
| 2 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$3.13M |
| 3 |
Chevron
CVX
|
$3M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.21M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$2.12M |
Top Sells
Sector Composition
| 1 | Healthcare | 10.98% |
| 2 | Consumer Staples | 9.54% |
| 3 | Technology | 7.43% |
| 4 | Energy | 6.98% |
| 5 | Industrials | 6.93% |
