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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.56M
3
+$3.44M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.09M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.86M

Top Sells

1
+$3.49M
2
+$3.4M
3
+$3.1M
4
ABT icon
Abbott
ABT
+$2.88M
5
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$2.61M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.32M 0.06%
65,583
177
$1.3M 0.06%
10,742
-415
178
$1.29M 0.06%
17,616
+96
179
$1.27M 0.06%
10,206
-2,657
180
$1.27M 0.06%
3,786
-191
181
$1.25M 0.06%
10,303
+355
182
$1.22M 0.06%
5,788
-855
183
$1.21M 0.06%
4,270
+74
184
$1.21M 0.06%
7,451
185
$1.19M 0.06%
7,302
186
$1.16M 0.05%
16,012
187
$1.15M 0.05%
26,216
-703
188
$1.12M 0.05%
4,279
-2,621
189
$1.1M 0.05%
20,101
+252
190
$1.08M 0.05%
30,493
-2,953
191
$1.07M 0.05%
34,198
-474
192
$1.04M 0.05%
11,222
+609
193
$1.03M 0.05%
72,720
+14,832
194
$998K 0.05%
16,954
-554
195
$969K 0.04%
9,468
-1,778
196
$968K 0.04%
+3,451
197
$962K 0.04%
7,091
-208
198
$947K 0.04%
40,595
+8,265
199
$939K 0.04%
3,270
200
$931K 0.04%
5,445
+228
6 7
8
9 10