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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.5M 0.5%
218,406
-750
52
$12.5M 0.5%
99,848
-5,904
53
$12.3M 0.49%
79,432
-2,941
54
$11.8M 0.47%
312,022
-13,961
55
$10.7M 0.43%
56,277
+8,988
56
$10.5M 0.42%
71,243
-5,799
57
$10.3M 0.41%
19,564
+177
58
$10.2M 0.41%
142,995
-1,600
59
$9.66M 0.38%
67,738
-16,323
60
$9.47M 0.38%
16,297
-1,823
61
$9.36M 0.37%
42,052
-2,864
62
$9.36M 0.37%
71,478
+9,813
63
$9.13M 0.36%
25,597
+373
64
$8.93M 0.36%
64,495
-1,513
65
$8.82M 0.35%
78,980
-1,230
66
$8.71M 0.35%
101,809
-4,826
67
$8.38M 0.33%
16,525
-66
68
$8.38M 0.33%
94,861
-8,351
69
$8.3M 0.33%
33,775
-2,858
70
$7.93M 0.32%
67,614
-6,157
71
$7.89M 0.31%
22,489
-196
72
$7.88M 0.31%
72,304
-1,847
73
$7.83M 0.31%
48,340
-920
74
$7.78M 0.31%
45,825
-901
75
$7.69M 0.31%
40,481
+2,120
1 2
3
4 5