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
$1.62B
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$12.1M
3
+$7.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.5M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.99M

Top Sells

1
+$55.3M
2
+$6.23M
3
+$5.97M
4
MO icon
Altria Group
MO
+$5.33M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$4.93M

Sector Composition

1 Technology 10.19%
2 Healthcare 8.06%
3 Industrials 6.58%
4 Consumer Discretionary 6.55%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.51M 0.09%
6,198
-1,250
177
$1.51M 0.09%
26,025
178
$1.5M 0.09%
12,688
-325
179
$1.5M 0.09%
8,874
+1,140
180
$1.5M 0.09%
57,044
-625
181
$1.49M 0.09%
59,100
-1,850
182
$1.49M 0.09%
20,991
183
$1.47M 0.09%
57,257
-525
184
$1.46M 0.09%
11,517
-6,223
185
$1.44M 0.09%
+57,500
186
$1.39M 0.09%
26,798
-50,949
187
$1.39M 0.09%
55,257
-669
188
$1.38M 0.08%
23,466
189
$1.37M 0.08%
24,863
-10,530
190
$1.36M 0.08%
54,290
-650
191
$1.36M 0.08%
62,950
-1,700
192
$1.36M 0.08%
20,275
-187
193
$1.35M 0.08%
5,571
194
$1.35M 0.08%
18,423
-200
195
$1.34M 0.08%
56,882
-775
196
$1.32M 0.08%
54,839
-942
197
$1.31M 0.08%
67,950
+17,070
198
$1.31M 0.08%
38,101
-2,555
199
$1.28M 0.08%
+55,162
200
$1.27M 0.08%
13,037
+135
6 7
8
9 10