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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.55M 0.09%
61,950
+2,450
202
$1.54M 0.09%
34,273
+180
203
$1.54M 0.09%
57,761
+1,500
204
$1.53M 0.09%
57,119
-3,816
205
$1.5M 0.09%
67,585
-40,715
206
$1.49M 0.09%
8,281
+2,358
207
$1.48M 0.09%
+20,991
208
$1.46M 0.09%
57,305
+752
209
$1.45M 0.08%
+56,350
210
$1.45M 0.08%
53,827
-1,600
211
$1.44M 0.08%
58,032
+6,702
212
$1.43M 0.08%
48,542
+2,504
213
$1.4M 0.08%
23,428
+84
214
$1.39M 0.08%
34,741
-5,745
215
$1.39M 0.08%
4,359
-111
216
$1.38M 0.08%
19,773
-950
217
$1.38M 0.08%
5,571
218
$1.36M 0.08%
24,355
+600
219
$1.35M 0.08%
7,698
+100
220
$1.32M 0.08%
52,343
-460
221
$1.31M 0.08%
12,621
222
$1.3M 0.08%
29,650
+2,076
223
$1.25M 0.07%
48,097
-2,400
224
$1.24M 0.07%
46,295
+3,700
225
$1.23M 0.07%
48,932
-385
7 8
9
10 11