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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.32M 0.19%
64,859
-614
102
$5.22M 0.19%
12,567
-359
103
$5.13M 0.19%
49,208
-43,246
104
$5.08M 0.19%
26,084
-642
105
$5.07M 0.19%
111,930
+28,276
106
$4.89M 0.18%
146,350
+24,100
107
$4.88M 0.18%
32,854
+1,031
108
$4.88M 0.18%
24,024
+2,007
109
$4.87M 0.18%
232,446
-2,154
110
$4.87M 0.18%
20,179
+246
111
$4.66M 0.17%
9,484
-36
112
$4.57M 0.17%
25,014
+1,125
113
$4.46M 0.16%
44,679
+85
114
$4.43M 0.16%
9,720
-500
115
$4.32M 0.16%
52,293
+4,303
116
$4.29M 0.16%
40,340
+2,040
117
$4.25M 0.16%
104,517
-241,047
118
$4.25M 0.16%
14,769
+437
119
$4.24M 0.16%
30,354
-284
120
$4.15M 0.15%
233,046
-1,656
121
$3.98M 0.15%
63,270
+2,860
122
$3.97M 0.15%
71,622
+15,896
123
$3.97M 0.15%
81,879
-4,792
124
$3.68M 0.13%
174,135
+16,684
125
$3.56M 0.13%
42,285
-750
3 4
5
6 7