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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.48M 0.18%
14,350
+35
102
$4.43M 0.18%
8,655
+25
103
$4.42M 0.18%
16,808
-4,231
104
$4.41M 0.18%
32,201
+10,097
105
$4.29M 0.17%
31,017
-236
106
$4.26M 0.17%
17,707
-248
107
$4.23M 0.17%
22,191
-884
108
$4.22M 0.17%
69,087
-14,230
109
$4.11M 0.16%
221,643
+54
110
$4.09M 0.16%
23,484
+628
111
$4.03M 0.16%
140,036
-18,384
112
$3.98M 0.16%
50,407
-243
113
$3.77M 0.15%
71,831
-8,721
114
$3.66M 0.15%
27,470
-3,145
115
$3.61M 0.14%
11,622
+70
116
$3.44M 0.14%
16,418
-33
117
$3.41M 0.14%
14,652
118
$3.31M 0.13%
33,121
-2,656
119
$3.3M 0.13%
19,348
-948
120
$3.29M 0.13%
82,236
-18,728
121
$3.21M 0.13%
22,516
-1,275
122
$3.17M 0.13%
1,226
-147
123
$3.06M 0.12%
13,534
-1,410
124
$2.99M 0.12%
50,692
-619
125
$2.87M 0.11%
21,107
-1,368
3 4
5
6 7