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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$955K 0.06%
17,664
177
$953K 0.06%
7,427
+1,295
178
$947K 0.06%
4,069
179
$946K 0.05%
19,369
+1,613
180
$946K 0.05%
9,500
-42
181
$944K 0.05%
34,984
+4,364
182
$931K 0.05%
4,492
-200
183
$917K 0.05%
22,413
-26,272
184
$912K 0.05%
10,705
185
$909K 0.05%
20,397
+2,628
186
$863K 0.05%
2,964
+74
187
$854K 0.05%
12,833
+55
188
$815K 0.05%
11,432
-958
189
$814K 0.05%
39,497
+438
190
$807K 0.05%
5,812
+1,439
191
$806K 0.05%
52,475
+1,250
192
$804K 0.05%
10,545
-743
193
$791K 0.05%
5,054
+1,573
194
$764K 0.04%
6,151
+1,142
195
$761K 0.04%
7,826
+12
196
$749K 0.04%
9,004
+230
197
$747K 0.04%
38,200
+5,326
198
$746K 0.04%
5,775
+1
199
$743K 0.04%
17,908
-3,407
200
$738K 0.04%
45,930
-3,975
6 7
8
9 10