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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.61M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.96M

Sector Composition

1 Technology 13.91%
2 Consumer Staples 8.83%
3 Healthcare 8.42%
4 Consumer Discretionary 7.35%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.78M 0.59%
106,708
+4,269
52
$8.54M 0.58%
106,930
-17,562
53
$8.51M 0.57%
25,111
+3,028
54
$8.42M 0.57%
93,409
-1,894
55
$8.31M 0.56%
43,641
+9,848
56
$8.29M 0.56%
6,551
+397
57
$7.93M 0.53%
136,320
-1,000
58
$7.85M 0.53%
199,678
+16,173
59
$7.39M 0.5%
79,089
-4,918
60
$7.01M 0.47%
128,019
-1,750
61
$6.7M 0.45%
101,018
-2,446
62
$6.59M 0.44%
118,210
-6,595
63
$6.03M 0.41%
50,241
+1,531
64
$5.68M 0.38%
183,513
+24,848
65
$5.65M 0.38%
37,896
-8,418
66
$5.65M 0.38%
76,771
-2,012
67
$5.63M 0.38%
265,171
-9,969
68
$5.63M 0.38%
21,418
-9,318
69
$5.48M 0.37%
44,956
+40,484
70
$5.2M 0.35%
47,121
-2,040
71
$5.09M 0.34%
36,916
-1,263
72
$5.07M 0.34%
69,058
-811
73
$4.95M 0.33%
34,395
-2,460
74
$4.63M 0.31%
25,348
+591
75
$4.59M 0.31%
34,283
-1,518
1 2
3
4 5