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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.61M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.96M

Sector Composition

1 Technology 13.91%
2 Consumer Staples 8.83%
3 Healthcare 8.42%
4 Consumer Discretionary 7.35%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.12M 0.08%
13,126
-13,497
152
$1.1M 0.07%
14,768
-1,095
153
$1.09M 0.07%
20,111
+1,840
154
$1.06M 0.07%
30,920
+1,140
155
$1.06M 0.07%
12,860
+3,443
156
$1.04M 0.07%
74,337
-20,277
157
$1.04M 0.07%
22,918
+2,762
158
$1.03M 0.07%
26,032
+9,921
159
$1.03M 0.07%
2,340
-4,774
160
$1.01M 0.07%
49,900
-2,575
161
$1.01M 0.07%
14,902
+2,376
162
$973K 0.07%
19,232
-492
163
$972K 0.07%
3,427
+264
164
$953K 0.06%
12,186
+2,183
165
$951K 0.06%
54,983
+12,818
166
$944K 0.06%
30,456
-75,974
167
$932K 0.06%
4,250
-550
168
$920K 0.06%
14,598
-4,850
169
$892K 0.06%
26,051
-10,153
170
$876K 0.06%
26,057
-1,092
171
$861K 0.06%
36,330
-70
172
$842K 0.06%
10,482
+183
173
$842K 0.06%
6,040
-875
174
$840K 0.06%
16,783
-1,698
175
$831K 0.06%
24,032
-16,516
5 6
7
8 9