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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.89M 0.11%
9,532
+3,960
177
$1.86M 0.11%
70,137
-995
178
$1.86M 0.11%
13,855
-612
179
$1.85M 0.11%
72,842
-1,050
180
$1.83M 0.11%
72,564
-4,100
181
$1.82M 0.11%
38,022
-5,771
182
$1.8M 0.11%
47,430
+190
183
$1.76M 0.1%
25,228
-8,054
184
$1.76M 0.1%
17,688
+737
185
$1.72M 0.1%
68,722
-1,061
186
$1.72M 0.1%
66,402
-3,400
187
$1.67M 0.1%
73,017
-15,770
188
$1.67M 0.1%
61,709
-1,703
189
$1.66M 0.1%
9,922
+541
190
$1.65M 0.1%
38,550
-8,525
191
$1.65M 0.1%
13,313
+85
192
$1.64M 0.1%
66,342
-4,695
193
$1.64M 0.1%
63,686
+31,286
194
$1.63M 0.1%
12,835
+105
195
$1.6M 0.09%
89,910
+9
196
$1.59M 0.09%
63,689
+6,817
197
$1.58M 0.09%
9,324
+598
198
$1.58M 0.09%
47,936
-14,784
199
$1.56M 0.09%
61,379
-1,788
200
$1.56M 0.09%
44,747
-909
6 7
8
9 10