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
$1.78B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.75M
3
+$3.65M
4
KKR icon
KKR & Co
KKR
+$3.28M
5
INTC icon
Intel
INTC
+$3.08M

Top Sells

1
+$22.6M
2
+$7.78M
3
+$6.94M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.42M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.14M

Sector Composition

1 Technology 15.87%
2 Healthcare 8.58%
3 Consumer Staples 8.49%
4 Consumer Discretionary 8.18%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$671K 0.04%
+39,889
202
$657K 0.04%
11,431
+4,003
203
$653K 0.04%
25,000
+50
204
$652K 0.04%
12,347
205
$652K 0.04%
2,204
+253
206
$624K 0.04%
16,245
-1,980
207
$613K 0.03%
6,028
-825
208
$571K 0.03%
3,046
209
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2,994
+216
210
$551K 0.03%
14,419
211
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2,415
212
$551K 0.03%
10,087
-467
213
$544K 0.03%
12,360
214
$539K 0.03%
19,185
-300
215
$532K 0.03%
4,725
-2,895
216
$524K 0.03%
5,425
-3,324
217
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218
$519K 0.03%
2,627
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219
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3,667
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220
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221
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5,090
222
$503K 0.03%
7,183
-714
223
$498K 0.03%
12,256
-11,776
224
$496K 0.03%
26,996
-1,350
225
$492K 0.03%
3,179
-1,335
7 8
9
10 11