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
$2.26B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$5.41M
3
+$3.02M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.79M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$2.73M

Top Sells

1
+$11.5M
2
+$3.33M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M

Sector Composition

1 Technology 15.89%
2 Healthcare 8.89%
3 Consumer Discretionary 8.66%
4 Consumer Staples 7.89%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$987K 0.04%
5,751
+174
202
$984K 0.04%
6,226
+521
203
$981K 0.04%
23,226
+9,433
204
$976K 0.04%
5,525
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205
$954K 0.04%
40,089
+200
206
$954K 0.04%
6,959
207
$948K 0.04%
9,823
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208
$942K 0.04%
25,440
+20
209
$935K 0.04%
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210
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3,455
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211
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6,831
212
$873K 0.04%
+10,870
213
$872K 0.04%
6,154
+376
214
$868K 0.04%
3,525
+525
215
$844K 0.04%
12,792
216
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10,965
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217
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3,669
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218
$782K 0.03%
7,312
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219
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6,793
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220
$756K 0.03%
3,044
+128
221
$747K 0.03%
9,483
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222
$743K 0.03%
27,318
+126
223
$737K 0.03%
5,090
224
$732K 0.03%
22,773
+9,873
225
$723K 0.03%
11,184
+1,042
7 8
9
10 11