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
476
$206K 0.01%
2,380
477
$206K 0.01%
2,720
-200
478
$205K 0.01%
+1,276
479
$203K 0.01%
7,973
+6
480
$203K 0.01%
+8,070
481
$201K 0.01%
15,429
-500
482
$200K 0.01%
5,875
-745
483
$200K 0.01%
+7,621
484
$200K 0.01%
8,280
-14,705
485
$200K 0.01%
+7,850
486
$198K 0.01%
+11,261
487
$158K 0.01%
10,000
488
$117K 0.01%
10,555
-7,651
489
$76K ﹤0.01%
+14,479
490
$48K ﹤0.01%
54,086
491
– –
-4,025
492
– –
-16,784
493
– –
-10,950
494
– –
-5,280
495
– –
-2,350
496
– –
-3,185
497
– –
-4,297
498
– –
-2,943
499
– –
-8,066
500
– –
-3,021
17 18 19
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