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
State Street Consumer Discretionary Select Sector SPDR ETF
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
126
$3.52M 0.13%
14,806
+105
127
$3.52M 0.13%
41,826
-1,024
128
$3.43M 0.13%
55,330
+3,565
129
$3.32M 0.12%
21,861
-174
130
$3.23M 0.12%
47,305
-190
131
$3.13M 0.11%
35,875
-1,288
132
$3.1M 0.11%
14,826
-141
133
$3.02M 0.11%
18,689
+99
134
$2.98M 0.11%
8,157
-45
135
$2.95M 0.11%
29,546
-1,545
136
$2.93M 0.11%
11,670
-258
137
$2.83M 0.1%
42,443
138
$2.78M 0.1%
57,580
+845
139
$2.73M 0.1%
51,082
-879
140
$2.73M 0.1%
36,612
-3,103
141
$2.72M 0.1%
23,899
+2,720
142
$2.7M 0.1%
16,691
-1,403
143
$2.69M 0.1%
57,526
+2,029
144
$2.63M 0.1%
6,354
+721
145
$2.53M 0.09%
15,587
+2,025
146
$2.52M 0.09%
71,790
147
$2.51M 0.09%
68,846
-3,769
148
$2.46M 0.09%
12,842
-719
149
$2.45M 0.09%
11,323
-287
150
$2.45M 0.09%
45,620
-3,720
4 5
6
7 8