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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.93M 0.24%
77,747
-1,854
102
$3.88M 0.24%
17,551
+278
103
$3.76M 0.23%
27,094
+27
104
$3.72M 0.23%
31,134
-294
105
$3.68M 0.22%
143,169
-9,650
106
$3.65M 0.22%
34,430
+2,271
107
$3.58M 0.22%
64,432
+922
108
$3.46M 0.21%
44,674
-4,047
109
$3.44M 0.21%
29,574
+9,287
110
$3.41M 0.21%
74,555
-9,614
111
$3.39M 0.21%
67,410
-1,057
112
$3.35M 0.2%
40,584
-2,688
113
$3.35M 0.2%
15,823
+356
114
$3.31M 0.2%
138,593
-9,150
115
$3.27M 0.2%
60,690
-1,042
116
$3.22M 0.2%
49,618
-5,865
117
$3.19M 0.19%
54,906
+975
118
$3.16M 0.19%
39,893
-868
119
$3.15M 0.19%
125,916
+29,096
120
$3.05M 0.19%
20,792
-3,697
121
$2.98M 0.18%
19,354
-1,080
122
$2.91M 0.18%
13,261
-916
123
$2.89M 0.18%
115,591
+1,091
124
$2.84M 0.17%
19,683
-64
125
$2.8M 0.17%
13,442
+3,910
3 4
5
6 7