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
76
$7.56M 0.3%
33,272
+791
77
$7.29M 0.29%
88,457
-6,416
78
$6.91M 0.28%
109,161
-31,990
79
$6.28M 0.25%
43,428
-2,329
80
$6.27M 0.25%
69,390
-9,910
81
$6.19M 0.25%
52,814
-1,019
82
$6.19M 0.25%
13,121
-801
83
$5.83M 0.23%
12,203
-287
84
$5.69M 0.23%
13,854
-918
85
$5.67M 0.23%
71,152
-2,240
86
$5.62M 0.22%
10,581
-313
87
$5.48M 0.22%
108,471
-3,776
88
$5.46M 0.22%
12,403
-1,043
89
$5.45M 0.22%
9,141
-250
90
$5.37M 0.21%
468,355
-110,437
91
$5.31M 0.21%
77,130
+217
92
$5.3M 0.21%
35,208
-3,684
93
$5.15M 0.2%
19,818
-155
94
$5.08M 0.2%
20,460
-2,331
95
$5.04M 0.2%
198,630
-87,060
96
$4.89M 0.19%
112,998
-4,000
97
$4.88M 0.19%
53,436
-17,350
98
$4.8M 0.19%
12,012
-768
99
$4.78M 0.19%
39,253
-1,390
100
$4.58M 0.18%
198,728
-11,430
2 3
4
5 6