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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.06M 0.13%
20,740
-218
152
$2.03M 0.12%
80,075
+850
153
$2.02M 0.12%
192,102
-288
154
$2.02M 0.12%
17,406
+2
155
$2.02M 0.12%
12,979
-288
156
$2M 0.12%
75,900
-2,500
157
$1.99M 0.12%
9,313
-283
158
$1.97M 0.12%
35,393
-850
159
$1.93M 0.12%
74,699
-2,775
160
$1.92M 0.12%
41,004
-816
161
$1.9M 0.12%
76,119
+2,124
162
$1.89M 0.11%
30,314
-3,429
163
$1.87M 0.11%
72,181
+242
164
$1.87M 0.11%
+75,237
165
$1.86M 0.11%
9,712
+388
166
$1.85M 0.11%
60,644
-700
167
$1.85M 0.11%
21,663
-2,208
168
$1.84M 0.11%
69,795
+23,500
169
$1.84M 0.11%
61,950
-894
170
$1.82M 0.11%
68,472
-1,665
171
$1.8M 0.11%
10,632
+2,351
172
$1.78M 0.11%
47,545
+115
173
$1.78M 0.11%
65,002
-3,221
174
$1.77M 0.11%
25,861
+633
175
$1.76M 0.11%
69,007
+285
5 6
7
8 9