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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.08M 0.09%
14,044
+491
152
$2.04M 0.09%
6,248
+563
153
$2M 0.09%
38,470
-2,135
154
$1.98M 0.09%
13,480
-1,048
155
$1.9M 0.08%
17,940
+892
156
$1.86M 0.08%
27,393
+3,834
157
$1.85M 0.08%
6,605
+2,277
158
$1.84M 0.08%
50,000
159
$1.82M 0.08%
11,506
+8,651
160
$1.82M 0.08%
73,332
161
$1.8M 0.08%
48,725
+500
162
$1.78M 0.08%
12,564
+872
163
$1.77M 0.08%
7,475
-429
164
$1.74M 0.08%
29,290
+3,170
165
$1.72M 0.08%
9,574
-570
166
$1.69M 0.07%
17,755
+13,195
167
$1.69M 0.07%
21,830
+2,348
168
$1.64M 0.07%
36,277
+4,497
169
$1.6M 0.07%
12,539
+788
170
$1.59M 0.07%
16,193
+1
171
$1.54M 0.07%
7,592
+395
172
$1.5M 0.07%
16,679
+1,526
173
$1.4M 0.06%
10,098
+768
174
$1.38M 0.06%
13,614
-75
175
$1.36M 0.06%
6,360
+594
5 6
7
8 9