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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.09M 0.09%
62,292
+8,107
152
$2.07M 0.09%
52,732
-4,794
153
$2.03M 0.09%
21,063
+16,847
154
$2.03M 0.09%
70,790
-1,000
155
$2.03M 0.09%
6,900
+546
156
$1.99M 0.09%
21,426
+1,194
157
$1.98M 0.09%
9,466
+70
158
$1.95M 0.09%
24,448
-1,087
159
$1.95M 0.09%
11,561
160
$1.88M 0.08%
4,769
+124
161
$1.83M 0.08%
62,715
+17,050
162
$1.8M 0.08%
1,497
-7
163
$1.78M 0.08%
7,956
-756
164
$1.77M 0.08%
53,955
-14,891
165
$1.76M 0.08%
17,271
+3,075
166
$1.75M 0.08%
12,609
-187
167
$1.72M 0.08%
12,172
+1,369
168
$1.72M 0.08%
34,300
-63
169
$1.72M 0.07%
5,777
-1,333
170
$1.7M 0.07%
37,645
-410
171
$1.68M 0.07%
39,310
-6,310
172
$1.66M 0.07%
6,859
-361
173
$1.65M 0.07%
12,138
-852
174
$1.63M 0.07%
21,363
+2,896
175
$1.63M 0.07%
12,863
+1,131
5 6
7
8 9