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
101
$4.18M 0.24%
76,193
-17,740
102
$4.12M 0.24%
48,721
-3,092
103
$4.09M 0.24%
55,483
-19,766
104
$4.01M 0.23%
20,222
-678
105
$3.98M 0.23%
84,169
-1,380
106
$3.96M 0.23%
152,819
-13,400
107
$3.9M 0.23%
149,397
-26,281
108
$3.77M 0.22%
32,159
+3,145
109
$3.71M 0.22%
43,272
+2,388
110
$3.67M 0.21%
27,067
+108
111
$3.65M 0.21%
147,743
+800
112
$3.63M 0.21%
53,931
-500
113
$3.59M 0.21%
24,489
-711
114
$3.59M 0.21%
133,822
-17,338
115
$3.58M 0.21%
31,428
-853
116
$3.53M 0.21%
68,467
+2,771
117
$3.51M 0.21%
17,273
+188
118
$3.42M 0.2%
11,606
-1
119
$3.4M 0.2%
63,510
-134
120
$3.27M 0.19%
40,761
-1,341
121
$3.27M 0.19%
130,339
-77
122
$3.24M 0.19%
61,732
-8,416
123
$3.23M 0.19%
15,467
-758
124
$3.21M 0.19%
82,034
-11,161
125
$3.19M 0.19%
14,177
+27
3 4
5
6 7