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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.05M 0.31%
32,171
-314
77
$6.88M 0.3%
48,644
+975
78
$6.74M 0.3%
34,041
+8,877
79
$6.71M 0.3%
58,804
-891
80
$6.67M 0.3%
105,699
-2,986
81
$6.67M 0.3%
26,109
-364
82
$6.58M 0.29%
49,650
+6,424
83
$6.34M 0.28%
527,292
+1,315
84
$6.18M 0.27%
15,533
+11
85
$6.08M 0.27%
39,138
+149
86
$6.08M 0.27%
68,202
-2,694
87
$6.05M 0.27%
109,455
+1,735
88
$6.01M 0.27%
76,299
+413
89
$5.97M 0.26%
29,881
-1,417
90
$5.93M 0.26%
31,180
+4,500
91
$5.67M 0.25%
26,106
+1,755
92
$5.63M 0.25%
15,142
+2,704
93
$5.52M 0.24%
11,616
+2,639
94
$5.23M 0.23%
14,809
+2,239
95
$4.91M 0.22%
10,748
-818
96
$4.9M 0.22%
81,436
+3,649
97
$4.84M 0.21%
27,161
+2,492
98
$4.76M 0.21%
25,465
+750
99
$4.74M 0.21%
62,342
+1,921
100
$4.55M 0.2%
49,492
+4,586
2 3
4
5 6