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
$1.48B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.4M
3
+$11.2M
4
VHT icon
Vanguard Health Care ETF
VHT
+$11.1M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.13M

Top Sells

1
+$27.2M
2
+$11.4M
3
+$11.3M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.61M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.96M

Sector Composition

1 Technology 13.91%
2 Consumer Staples 8.83%
3 Healthcare 8.42%
4 Consumer Discretionary 7.35%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$594K 0.04%
24,950
+9,000
202
$594K 0.04%
18,225
-2,780
203
$592K 0.04%
16,012
204
$586K 0.04%
33,494
-1,290
205
$576K 0.04%
7,897
+55
206
$576K 0.04%
6,853
-601
207
$575K 0.04%
5,758
-114
208
$551K 0.04%
12,347
-2,000
209
$548K 0.04%
+16,772
210
$542K 0.04%
14,012
+1,134
211
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6,657
+1,130
212
$522K 0.04%
17,414
-379
213
$520K 0.04%
37,352
-984
214
$500K 0.03%
9,352
-8,201
215
$482K 0.03%
10,554
-19,537
216
$475K 0.03%
9,937
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217
$471K 0.03%
1,951
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218
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3,692
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219
$467K 0.03%
12,783
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220
$459K 0.03%
2,778
-3,405
221
$457K 0.03%
6,962
222
$444K 0.03%
3,665
-290
223
$437K 0.03%
7,428
+2
224
$428K 0.03%
2,415
225
$421K 0.03%
5,036
-338
7 8
9
10 11