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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.4M 0.64%
234,823
+5,215
52
$12.9M 0.57%
68,109
+5,249
53
$12.8M 0.57%
327,819
+3,887
54
$12.8M 0.57%
39,958
+618
55
$11.5M 0.51%
97,795
-463
56
$11.3M 0.5%
95,689
+225
57
$10.6M 0.47%
274,370
+6,447
58
$10.2M 0.45%
134,710
+28,438
59
$9.85M 0.44%
150,006
+11,676
60
$9.34M 0.41%
19,614
-167
61
$9.11M 0.4%
43,012
+3,721
62
$9.05M 0.4%
76,549
+10,055
63
$8.5M 0.38%
73,522
-1,525
64
$8.18M 0.36%
37,104
+10,785
65
$7.91M 0.35%
218,283
+6,968
66
$7.87M 0.35%
134,252
+7,238
67
$7.78M 0.34%
158,545
+11,844
68
$7.76M 0.34%
51,569
-464
69
$7.72M 0.34%
33,307
+3,259
70
$7.54M 0.33%
43,566
+3,489
71
$7.5M 0.33%
27,156
+475
72
$7.49M 0.33%
33,648
-2,022
73
$7.48M 0.33%
94,935
-6,617
74
$7.25M 0.32%
66,983
+13,613
75
$7.13M 0.32%
137,975
-4,295
1 2
3
4 5