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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.51M 0.2%
13,643
+1,948
102
$4.35M 0.19%
59,151
+3,131
103
$4.33M 0.19%
11,576
+2,420
104
$4.15M 0.18%
16,292
+209
105
$4.04M 0.18%
10,940
-9,023
106
$3.9M 0.17%
160,509
-6,846
107
$3.75M 0.17%
15,460
+971
108
$3.74M 0.17%
231,918
+36
109
$3.49M 0.15%
81,917
+5,107
110
$3.44M 0.15%
15,526
-181
111
$3.36M 0.15%
9,371
+288
112
$3.35M 0.15%
18,462
+1,117
113
$3.33M 0.15%
22,156
+2,093
114
$3.27M 0.15%
58,641
+4,848
115
$3.14M 0.14%
12,222
+2,778
116
$3.09M 0.14%
45,420
+250
117
$3.05M 0.14%
46,042
+3,850
118
$3.02M 0.13%
78,511
-45,352
119
$3.01M 0.13%
10,220
+1,797
120
$2.99M 0.13%
31,957
-2,266
121
$2.96M 0.13%
16,770
-15
122
$2.94M 0.13%
37,883
+2,185
123
$2.88M 0.13%
12,997
+1,853
124
$2.86M 0.13%
44,613
-11,967
125
$2.83M 0.13%
40,343
+305
3 4
5
6 7