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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.61M 0.07%
67,539
+3,182
177
$1.6M 0.07%
34,954
-985
178
$1.59M 0.07%
6,470
-221
179
$1.57M 0.07%
3,977
+234
180
$1.55M 0.07%
2,541
+53
181
$1.52M 0.07%
11,157
-1,685
182
$1.5M 0.07%
71,740
+5,127
183
$1.49M 0.07%
17,755
184
$1.45M 0.06%
6,643
-54
185
$1.44M 0.06%
29,007
-2,598
186
$1.39M 0.06%
17,520
-991
187
$1.37M 0.06%
65,583
-696
188
$1.32M 0.06%
4,196
-33
189
$1.31M 0.06%
26,919
+2,569
190
$1.28M 0.06%
7,451
-169
191
$1.25M 0.05%
17,475
+516
192
$1.23M 0.05%
19,849
+580
193
$1.21M 0.05%
34,672
-1,937
194
$1.19M 0.05%
33,446
-712
195
$1.18M 0.05%
9,948
-84
196
$1.18M 0.05%
7,299
-1,139
197
$1.14M 0.05%
10,613
+1,107
198
$1.13M 0.05%
13,310
+135
199
$1.1M 0.05%
15,678
-288
200
$1.1M 0.05%
7,302
6 7
8
9 10