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
$1.19B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.13M
3
+$3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.21M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.12M

Top Sells

1
+$2.9M
2
+$1.37M
3
+$963K
4
ARY.CL
ARES CAPITAL CORPORATION 7.75% SENIOR NOTES DUE 2040 (MD)
ARY.CL
+$925K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$852K

Sector Composition

1 Healthcare 10.98%
2 Consumer Staples 9.54%
3 Technology 7.43%
4 Energy 6.98%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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