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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.47M 0.06%
15,058
-191
177
$1.46M 0.06%
9,857
-1
178
$1.46M 0.06%
14,491
-2,362
179
$1.44M 0.06%
17,166
-1,000
180
$1.43M 0.06%
4,723
-55
181
$1.42M 0.06%
8,678
-111
182
$1.39M 0.06%
5,121
183
$1.39M 0.06%
24,155
-1,292
184
$1.36M 0.05%
13,937
-637
185
$1.32M 0.05%
21,496
+17,684
186
$1.29M 0.05%
37,500
-12,575
187
$1.29M 0.05%
1,072
-125
188
$1.29M 0.05%
19,958
+16,620
189
$1.27M 0.05%
22,187
-4,116
190
$1.26M 0.05%
18,984
+138
191
$1.21M 0.05%
15,440
-560
192
$1.21M 0.05%
8,361
+570
193
$1.2M 0.05%
11,174
-1,066
194
$1.2M 0.05%
10,497
-5,610
195
$1.18M 0.05%
7,482
+633
196
$1.18M 0.05%
10,154
-50
197
$1.17M 0.05%
8,862
-1,828
198
$1.15M 0.05%
7,844
+295
199
$1.14M 0.05%
23,747
+108
200
$1.14M 0.05%
11,155
6 7
8
9 10