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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.58%
80,815
+1,145
52
$13M 0.57%
85,063
+1,281
53
$12.9M 0.56%
168,704
-26,508
54
$12.2M 0.53%
232,313
-2,533
55
$12.2M 0.53%
128,706
-41,422
56
$11.7M 0.51%
98,985
-153
57
$11.2M 0.49%
62,779
+797
58
$10.9M 0.48%
38,961
-2,112
59
$9.72M 0.42%
153,714
+4,480
60
$9.7M 0.42%
72,902
-3,314
61
$9.29M 0.41%
103,524
-385
62
$9.09M 0.4%
242,911
+21,885
63
$9.05M 0.39%
99,431
-1,642
64
$8.98M 0.39%
48,458
-3,184
65
$8.97M 0.39%
42,049
-358
66
$8.95M 0.39%
170,945
-3,998
67
$8.4M 0.37%
50,427
-167
68
$8.27M 0.36%
41,090
-378
69
$8.18M 0.36%
15,932
-407
70
$8.18M 0.36%
51,052
-207
71
$7.96M 0.35%
417,627
+371,113
72
$7.45M 0.33%
42,659
+1,455
73
$7.42M 0.32%
22,880
-1,464
74
$7.3M 0.32%
26,749
+4
75
$7.28M 0.32%
51,568
+1,024
1 2
3
4 5