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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.82M
3
+$3.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.26M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.74M

Top Sells

1
+$9.8M
2
+$4.82M
3
+$4.51M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.01M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.79M 0.07%
7,220
-494
177
$1.77M 0.06%
17,755
178
$1.77M 0.06%
15,307
-1,458
179
$1.76M 0.06%
+34,363
180
$1.74M 0.06%
6,691
+466
181
$1.68M 0.06%
66,279
-5,553
182
$1.64M 0.06%
35,939
-1,540
183
$1.63M 0.06%
11,732
+1,184
184
$1.59M 0.06%
14,196
-244
185
$1.59M 0.06%
7,620
+1
186
$1.57M 0.06%
31,605
-10,415
187
$1.57M 0.06%
34,158
-1,258
188
$1.51M 0.06%
4,229
-156
189
$1.5M 0.06%
36,609
-12,948
190
$1.45M 0.05%
64,357
-4,000
191
$1.41M 0.05%
10,803
-2,103
192
$1.39M 0.05%
20,233
-564
193
$1.37M 0.05%
3,966
+15
194
$1.35M 0.05%
15,966
-219
195
$1.35M 0.05%
24,350
196
$1.33M 0.05%
10,032
-555
197
$1.26M 0.05%
16,012
198
$1.26M 0.05%
3,620
199
$1.23M 0.05%
16,959
-491
200
$1.22M 0.04%
14,217
+2,886
6 7
8
9 10