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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.42M 0.09%
29,281
-2,053
152
$2.39M 0.09%
12,796
-328
153
$2.35M 0.09%
7,110
-945
154
$2.34M 0.09%
5,308
-114
155
$2.33M 0.09%
54,185
+4,104
156
$2.28M 0.08%
12,990
-120
157
$2.27M 0.08%
45,665
+28,770
158
$2.27M 0.08%
22,861
+1,293
159
$2.19M 0.08%
4,645
+160
160
$2.17M 0.08%
8,712
-2,732
161
$2.17M 0.08%
25,535
-2,939
162
$2.11M 0.08%
24,757
+3,875
163
$2.1M 0.08%
9,835
+1,870
164
$2.09M 0.08%
3,743
+145
165
$2.09M 0.08%
11,561
-487
166
$2.08M 0.08%
9,396
+2,809
167
$2.05M 0.08%
20,232
+331
168
$2.04M 0.07%
38,055
-310
169
$2.02M 0.07%
18,467
+7,368
170
$1.97M 0.07%
1,504
-40
171
$1.9M 0.07%
2,488
-1,653
172
$1.88M 0.07%
18,838
-117
173
$1.88M 0.07%
8,438
-2,413
174
$1.86M 0.07%
6,697
-1,913
175
$1.81M 0.07%
18,511
+25
5 6
7
8 9