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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.08M 0.05%
4,078
+1,556
202
$1.08M 0.05%
6,233
+608
203
$1.07M 0.05%
13,971
+1,537
204
$1.06M 0.05%
13,847
+734
205
$1.01M 0.04%
5,493
+48
206
$997K 0.04%
10,995
+211
207
$997K 0.04%
6,035
+290
208
$985K 0.04%
14,925
-209
209
$947K 0.04%
11,155
210
$947K 0.04%
12,542
+58
211
$933K 0.04%
9,828
+3
212
$933K 0.04%
15,882
-1,072
213
$917K 0.04%
6,493
214
$892K 0.04%
10,385
+67
215
$891K 0.04%
7,822
-250
216
$884K 0.04%
19,340
+7,835
217
$877K 0.04%
3,419
-860
218
$873K 0.04%
20,770
-310
219
$861K 0.04%
+12,185
220
$853K 0.04%
47,898
+195
221
$834K 0.04%
39,393
-1,202
222
$831K 0.04%
32,807
-1,391
223
$808K 0.03%
2,919
-4
224
$803K 0.03%
+92,810
225
$792K 0.03%
2,391
+18
7 8
9
10 11