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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.56M
3
+$3.44M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.86M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.1M
4
ABT icon
Abbott
ABT
+$2.88M
5
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$2.61M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.89M 0.13%
42,560
+25,085
127
$2.85M 0.13%
39,637
-2,070
128
$2.8M 0.13%
12,720
+658
129
$2.76M 0.13%
14,676
-105
130
$2.69M 0.12%
9,794
-280
131
$2.69M 0.12%
34,093
-569
132
$2.52M 0.12%
11,719
+4
133
$2.51M 0.12%
28,020
-789
134
$2.5M 0.12%
18,721
-352
135
$2.45M 0.11%
9,266
-200
136
$2.45M 0.11%
68,018
+7,754
137
$2.41M 0.11%
17,807
+482
138
$2.39M 0.11%
8,547
139
$2.36M 0.11%
22,095
+761
140
$2.35M 0.11%
13,014
-1,043
141
$2.33M 0.11%
30,581
-34,361
142
$2.32M 0.11%
129,400
-17,565
143
$2.29M 0.11%
26,215
-3,555
144
$2.27M 0.11%
22,342
+3,655
145
$2.25M 0.1%
55,939
-3,904
146
$2.17M 0.1%
40,593
-550
147
$2.15M 0.1%
23,971
-454
148
$2.15M 0.1%
43,755
-2,575
149
$2.14M 0.1%
22,461
+1,035
150
$2.04M 0.09%
5,267
+50
4 5
6
7 8