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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.99M 0.08%
23,609
-2,667
152
$1.99M 0.08%
47,454
+2,103
153
$1.98M 0.08%
3,632
-260
154
$1.98M 0.08%
10,543
-787
155
$1.96M 0.08%
2,413
+219
156
$1.95M 0.08%
13,493
+64
157
$1.92M 0.08%
9,116
-375
158
$1.92M 0.08%
45,057
-618
159
$1.92M 0.08%
6,148
-294
160
$1.81M 0.07%
5,929
-1,031
161
$1.75M 0.07%
22,100
-458
162
$1.74M 0.07%
27,405
+930
163
$1.73M 0.07%
53,200
-200
164
$1.71M 0.07%
15,902
165
$1.69M 0.07%
67,494
166
$1.69M 0.07%
15,103
-62
167
$1.63M 0.06%
11,646
-7
168
$1.63M 0.06%
16,585
-728
169
$1.61M 0.06%
18,640
-53
170
$1.6M 0.06%
6,330
-62
171
$1.59M 0.06%
3,725
-12
172
$1.53M 0.06%
21,910
-3,953
173
$1.53M 0.06%
6,840
-618
174
$1.51M 0.06%
31,195
-580
175
$1.5M 0.06%
34,114
+254
5 6
7
8 9