KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
This Quarter Return
+4.89%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.56B
AUM Growth
+$79.3M
(+5.3%)
Cap. Flow
+$31.3K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
19.03%
Holding
579
New
44
Increased
175
Reduced
247
Closed
39
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$4.65M |
| 2 |
Enbridge
ENB
|
$4.31M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$3.2M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$2.53M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.29M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 9.62% |
| 2 | Healthcare | 9.36% |
| 3 | Communication Services | 8.51% |
| 4 | Technology | 8.04% |
| 5 | Industrials | 7.6% |