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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$711K 0.04%
14,382
202
$692K 0.04%
14,837
-52
203
$685K 0.04%
15,396
-32
204
$679K 0.04%
4,150
+607
205
$668K 0.04%
6,972
206
$667K 0.04%
5,716
-60
207
$665K 0.04%
18,962
+928
208
$627K 0.04%
5,805
209
$622K 0.04%
7,274
+2,101
210
$622K 0.04%
3,661
-4,389
211
$609K 0.04%
+3,664
212
$608K 0.04%
11,916
213
$606K 0.04%
51,300
214
$601K 0.03%
24,804
+13,400
215
$589K 0.03%
8,528
+39
216
$588K 0.03%
13,170
+6,888
217
$586K 0.03%
9,955
-459
218
$583K 0.03%
5,368
219
$581K 0.03%
3,990
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220
$576K 0.03%
9,135
-2,431
221
$576K 0.03%
8,871
222
$567K 0.03%
21,308
+2,673
223
$552K 0.03%
7,096
+200
224
$551K 0.03%
2,029
+466
225
$548K 0.03%
11,502
-3,660
7 8
9
10 11