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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.88M 0.34%
109,811
+8,278
77
$5.87M 0.34%
75,116
+1,156
78
$5.73M 0.34%
221,660
+8,040
79
$5.72M 0.33%
37,395
+192
80
$5.66M 0.33%
218,576
+11,423
81
$5.57M 0.33%
83,833
-2,480
82
$5.57M 0.33%
93,905
-4,393
83
$5.53M 0.32%
4,195
+127
84
$5.47M 0.32%
65,367
-68,245
85
$5.37M 0.31%
65,254
-2,715
86
$5.36M 0.31%
214,157
+6,389
87
$5.3M 0.31%
206,681
-125,907
88
$5.28M 0.31%
115,102
-5,934
89
$5.17M 0.3%
33,218
+795
90
$5.06M 0.3%
202,257
+38,348
91
$4.95M 0.29%
87,941
-550
92
$4.93M 0.29%
84,211
-2,905
93
$4.8M 0.28%
30,478
-80
94
$4.78M 0.28%
25,462
+1,019
95
$4.78M 0.28%
51,398
+176
96
$4.76M 0.28%
164,482
-7,912
97
$4.74M 0.28%
34,898
-2,650
98
$4.57M 0.27%
174,770
-3,483
99
$4.35M 0.25%
71,815
+10,485
100
$4.19M 0.25%
79,601
+17,014
2 3
4
5 6