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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.8M 0.11%
70,233
-6,850
127
$2.78M 0.11%
10,612
-850
128
$2.7M 0.11%
28,955
-1,817
129
$2.7M 0.11%
39,618
130
$2.67M 0.11%
6,924
-448
131
$2.67M 0.11%
52,034
-13,784
132
$2.61M 0.1%
5,756
-223
133
$2.52M 0.1%
63,987
-10,361
134
$2.45M 0.1%
9,409
-534
135
$2.44M 0.1%
35,734
-792
136
$2.43M 0.1%
13,038
-315
137
$2.42M 0.1%
64,176
-15
138
$2.42M 0.1%
32,358
-5,678
139
$2.39M 0.1%
47,475
-2,154
140
$2.38M 0.09%
44,283
+75
141
$2.34M 0.09%
42,285
+260
142
$2.34M 0.09%
86,408
+163
143
$2.32M 0.09%
33,097
-1,500
144
$2.3M 0.09%
39,255
-475
145
$2.22M 0.09%
45,082
-2,813
146
$2.17M 0.09%
10,071
-1,043
147
$2.14M 0.09%
20,269
-1,279
148
$2.13M 0.08%
6,018
-203
149
$2.09M 0.08%
9,274
-298
150
$2M 0.08%
5,316
+1,703
4 5
6
7 8