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
76
$7.23M 0.32%
98,197
+979
77
$7.1M 0.31%
71,390
-1,846
78
$7.07M 0.31%
88,263
-2,283
79
$7.04M 0.31%
17,025
-380
80
$6.8M 0.3%
24,481
-1,642
81
$6.67M 0.29%
56,678
-437
82
$6.66M 0.29%
144,788
+5,952
83
$6.41M 0.28%
83,224
-4,401
84
$6.26M 0.27%
27,909
+312
85
$6.25M 0.27%
11,496
-291
86
$6.17M 0.27%
144,672
+134
87
$6.11M 0.27%
36,999
-1,859
88
$6.04M 0.26%
47,296
+463
89
$5.96M 0.26%
249,642
+14,010
90
$5.93M 0.26%
65,016
+157
91
$5.89M 0.26%
93,089
+143
92
$5.86M 0.26%
18,373
-33
93
$5.65M 0.25%
216,161
-355,458
94
$5.44M 0.24%
18,932
-2,643
95
$5.44M 0.24%
59,752
+3,947
96
$5.39M 0.24%
14,214
+2
97
$4.88M 0.21%
46,449
-639
98
$4.87M 0.21%
53,390
+527
99
$4.81M 0.21%
68,560
+31,948
100
$4.62M 0.2%
13,717
-941
2 3
4
5 6