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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.41M 0.09%
55,926
+6,994
202
$1.41M 0.09%
61,108
-842
203
$1.4M 0.08%
57,657
-375
204
$1.39M 0.08%
54,940
+8,590
205
$1.39M 0.08%
64,650
-25,280
206
$1.38M 0.08%
23,466
+38
207
$1.38M 0.08%
18,623
-1,150
208
$1.38M 0.08%
40,656
-4,091
209
$1.38M 0.08%
55,379
-9,250
210
$1.36M 0.08%
58,282
-3,097
211
$1.34M 0.08%
5,571
212
$1.34M 0.08%
49,461
+919
213
$1.32M 0.08%
30,102
+452
214
$1.31M 0.08%
29,575
-4,698
215
$1.29M 0.08%
55,781
-1,524
216
$1.28M 0.08%
12,902
+281
217
$1.26M 0.08%
47,472
-625
218
$1.23M 0.07%
7,734
+2,413
219
$1.21M 0.07%
18,117
+1,719
220
$1.18M 0.07%
40,240
-200
221
$1.18M 0.07%
8,666
-258
222
$1.17M 0.07%
47,100
-500
223
$1.17M 0.07%
+45,950
224
$1.15M 0.07%
33,738
-1,003
225
$1.13M 0.07%
4,695
-135
7 8
9
10 11