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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.31M 0.06%
33,276
+5,178
177
$1.28M 0.06%
4,494
+673
178
$1.27M 0.06%
20,486
+1,810
179
$1.26M 0.06%
19,316
+1,840
180
$1.2M 0.05%
22,697
+1,953
181
$1.2M 0.05%
16,040
-150
182
$1.2M 0.05%
3,620
+100
183
$1.19M 0.05%
11,340
+4,670
184
$1.19M 0.05%
2,436
+191
185
$1.17M 0.05%
4,305
-485
186
$1.14M 0.05%
13,378
-639
187
$1.13M 0.05%
70,620
+984
188
$1.12M 0.05%
7,814
-13
189
$1.12M 0.05%
3,137
+579
190
$1.09M 0.05%
18,665
+2,477
191
$1.08M 0.05%
8,897
192
$1.05M 0.05%
15,904
+4,804
193
$1.04M 0.05%
+22,324
194
$1.04M 0.05%
6,312
+3,593
195
$1.02M 0.05%
11,616
-100
196
$1.01M 0.04%
5,348
+833
197
$1M 0.04%
7,302
+211
198
$988K 0.04%
3,533
-177
199
$988K 0.04%
+22,370
200
$988K 0.04%
31,450
+19,950
6 7
8
9 10