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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.61M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.96M

Sector Composition

1 Technology 13.91%
2 Consumer Staples 8.83%
3 Healthcare 8.42%
4 Consumer Discretionary 7.35%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.58M 0.17%
18,255
-565
102
$2.44M 0.16%
51,151
+8,878
103
$2.42M 0.16%
240,294
+32,016
104
$2.4M 0.16%
54,123
+9,225
105
$2.36M 0.16%
30,917
-1,061
106
$2.36M 0.16%
52,471
-13,702
107
$2.33M 0.16%
61,941
+40,397
108
$2.28M 0.15%
17,241
+254
109
$2.22M 0.15%
100,836
-180,719
110
$2.16M 0.15%
44,635
-1,536
111
$2.14M 0.14%
21,512
+635
112
$2.12M 0.14%
19,518
+1,343
113
$2.09M 0.14%
24,252
-4,153
114
$2.09M 0.14%
15,849
-740
115
$2.08M 0.14%
6,550
+118
116
$2.07M 0.14%
9,128
-1,151
117
$1.99M 0.13%
15,179
-9,038
118
$1.85M 0.12%
49,967
-3,400
119
$1.75M 0.12%
17,089
-1,121
120
$1.73M 0.12%
24,411
-15,290
121
$1.72M 0.12%
7,889
+685
122
$1.6M 0.11%
49,076
-641
123
$1.6M 0.11%
15,060
+2,466
124
$1.57M 0.11%
13,227
-315
125
$1.54M 0.1%
44,190
-960
3 4
5
6 7