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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.99M 0.13%
11,715
+45
127
$2.91M 0.13%
14,781
-25
128
$2.9M 0.13%
28,809
-737
129
$2.85M 0.12%
187,680
-19,660
130
$2.71M 0.12%
17,762
+1,071
131
$2.64M 0.12%
34,662
-1,213
132
$2.63M 0.12%
41,707
-578
133
$2.62M 0.11%
46,330
-975
134
$2.6M 0.11%
12,062
+739
135
$2.57M 0.11%
24,425
+526
136
$2.56M 0.11%
14,057
-769
137
$2.56M 0.11%
167,645
-6,490
138
$2.49M 0.11%
17,325
+1,738
139
$2.46M 0.11%
60,264
+2,684
140
$2.4M 0.1%
19,073
-2,788
141
$2.34M 0.1%
59,843
-22,036
142
$2.33M 0.1%
8,547
+390
143
$2.33M 0.1%
29,770
+5,013
144
$2.3M 0.1%
23,968
+1,107
145
$2.25M 0.1%
41,143
-1,300
146
$2.24M 0.1%
5,217
-91
147
$2.23M 0.1%
21,334
-11,520
148
$2.2M 0.1%
18,687
-2
149
$2.14M 0.09%
30,618
+1,337
150
$2.11M 0.09%
44,348
-6,734
4 5
6
7 8