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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.61M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.96M

Sector Composition

1 Technology 13.91%
2 Consumer Staples 8.83%
3 Healthcare 8.42%
4 Consumer Discretionary 7.35%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.48M 0.3%
27,418
-1,458
77
$4.33M 0.29%
40,216
-4,855
78
$4.33M 0.29%
61,342
+350
79
$4.26M 0.29%
284,163
-269,784
80
$4.23M 0.29%
145,478
+42,266
81
$4.1M 0.28%
119,121
-6,419
82
$4.1M 0.28%
60,908
-11,229
83
$4.04M 0.27%
126,891
+33,306
84
$3.61M 0.24%
37,548
+30,012
85
$3.43M 0.23%
34,990
-603
86
$3.4M 0.23%
29,342
-911
87
$3.4M 0.23%
24,477
-1,625
88
$3.38M 0.23%
471,294
-56,147
89
$3.32M 0.22%
37,636
-2,252
90
$3.3M 0.22%
86,242
+7,469
91
$3.19M 0.22%
31,895
-5,881
92
$3.19M 0.22%
57,561
-89,573
93
$3.15M 0.21%
82,873
+2,458
94
$3.11M 0.21%
44,468
+39,598
95
$3.07M 0.21%
12,310
+319
96
$2.8M 0.19%
12,510
-772
97
$2.73M 0.18%
60,673
-68,360
98
$2.64M 0.18%
14,633
-126
99
$2.61M 0.18%
10,637
+418
100
$2.59M 0.17%
45,894
-4,466
2 3
4
5 6