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
126
$2.82M 0.13%
21,128
+1,694
127
$2.77M 0.12%
42,424
+1,679
128
$2.75M 0.12%
129,478
+27,308
129
$2.7M 0.12%
203,829
+2,858
130
$2.61M 0.12%
3,460
+774
131
$2.61M 0.12%
30,556
+3,060
132
$2.55M 0.11%
47,166
+14,582
133
$2.54M 0.11%
51,106
-11,550
134
$2.54M 0.11%
189,920
+22,360
135
$2.49M 0.11%
8,105
+263
136
$2.44M 0.11%
50,516
+25
137
$2.43M 0.11%
7,711
+6,043
138
$2.42M 0.11%
10,124
-709
139
$2.41M 0.11%
45,671
+3,354
140
$2.38M 0.11%
9,690
+1,272
141
$2.37M 0.1%
31,747
+3,303
142
$2.35M 0.1%
238,425
-15,350
143
$2.33M 0.1%
41,737
-625
144
$2.27M 0.1%
49,020
+7,210
145
$2.21M 0.1%
74,460
-450
146
$2.2M 0.1%
15,677
-1,022
147
$2.19M 0.1%
17,207
+102
148
$2.16M 0.1%
94,667
+5,015
149
$2.14M 0.09%
19,123
+2,490
150
$2.11M 0.09%
8,680
-25
4 5
6
7 8