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
State Street Financial Select Sector SPDR ETF
XLF
+$5.61M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
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
126
$1.49M 0.1%
6,774
+165
127
$1.46M 0.1%
10,138
+1,807
128
$1.44M 0.1%
15,494
+4,380
129
$1.42M 0.1%
13,771
-166
130
$1.42M 0.1%
33,493
-3,461
131
$1.41M 0.1%
17,066
-1,215
132
$1.4M 0.09%
7,380
-500
133
$1.39M 0.09%
8,324
+858
134
$1.38M 0.09%
40,445
-8,198
135
$1.36M 0.09%
11,376
+1,679
136
$1.36M 0.09%
69,460
+440
137
$1.35M 0.09%
14,145
+150
138
$1.35M 0.09%
8,977
-275
139
$1.31M 0.09%
4,153
+104
140
$1.28M 0.09%
12,728
-159
141
$1.26M 0.09%
9,142
-387
142
$1.26M 0.09%
8,235
+36
143
$1.26M 0.08%
8,858
+2,804
144
$1.23M 0.08%
22,344
+9,716
145
$1.21M 0.08%
24,860
-27,437
146
$1.21M 0.08%
16,877
147
$1.19M 0.08%
12,993
+6,375
148
$1.16M 0.08%
+28,273
149
$1.14M 0.08%
39,630
-3,515
150
$1.13M 0.08%
36,816
-12,564
4 5
6
7 8