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
$2.29B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.35M
3
+$3.65M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.38M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.27M

Top Sells

1
+$9.3M
2
+$7.26M
3
+$5.29M
4
DIS icon
Walt Disney
DIS
+$3.91M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.71M

Sector Composition

1 Technology 16.1%
2 Healthcare 9.66%
3 Consumer Staples 8.57%
4 Consumer Discretionary 7.26%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.09M 0.05%
16,012
202
$1.08M 0.05%
4,767
-32
203
$1.08M 0.05%
13,147
-1,070
204
$1.03M 0.05%
3,945
-21
205
$1.02M 0.04%
17,508
-2,725
206
$1.01M 0.04%
11,246
-7,592
207
$1.01M 0.04%
3,270
-350
208
$988K 0.04%
12,726
-35
209
$965K 0.04%
13,811
-1,496
210
$919K 0.04%
5,217
-287
211
$915K 0.04%
8,192
-120
212
$895K 0.04%
32,330
+9,277
213
$890K 0.04%
9,280
+42
214
$868K 0.04%
15,819
-2,361
215
$862K 0.04%
57,888
-6,540
216
$858K 0.04%
6,393
-525
217
$835K 0.04%
4,825
218
$834K 0.04%
8,770
-879
219
$834K 0.04%
+23,435
220
$826K 0.04%
17,253
+247
221
$819K 0.04%
1,747
-372
222
$809K 0.04%
5,268
-50
223
$808K 0.04%
13,534
-477
224
$797K 0.03%
8,068
+766
225
$791K 0.03%
12,352
-440
7 8
9
10 11