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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.5M 0.57%
79,670
+3,338
52
$14.9M 0.55%
107,391
-245
53
$14.9M 0.55%
41,073
-640
54
$14.8M 0.54%
59,113
-4,747
55
$13.8M 0.51%
61,982
+1,765
56
$13.6M 0.5%
83,782
+2,440
57
$13.4M 0.49%
174,943
+8,301
58
$13.3M 0.49%
101,073
+18,818
59
$12.7M 0.47%
99,138
+433
60
$12.2M 0.45%
234,846
-38,842
61
$11.7M 0.43%
571,619
-235,112
62
$11.6M 0.42%
42,407
+2,558
63
$11.5M 0.42%
103,909
+1,571
64
$11M 0.4%
221,026
-17,246
65
$10.7M 0.39%
50,544
+906
66
$10.5M 0.38%
149,234
+6,014
67
$10.1M 0.37%
51,642
+11,904
68
$9.95M 0.36%
51,259
+3,796
69
$9.91M 0.36%
27,597
-3,003
70
$9.61M 0.35%
76,216
+1,676
71
$9.44M 0.35%
26,745
+1,223
72
$9.39M 0.34%
41,468
+4,741
73
$9.21M 0.34%
149,841
+2,711
74
$8.81M 0.32%
26,123
-288
75
$8.57M 0.31%
97,218
+3,473
1 2
3
4 5