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
$2.51B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.72M
3
+$1.66M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
VPU icon
Vanguard Utilities ETF
VPU
+$1.38M

Top Sells

1
+$4.23M
2
+$3.16M
3
+$2.86M
4
PG icon
Procter & Gamble
PG
+$2.5M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$2.41M

Sector Composition

1 Technology 18.2%
2 Healthcare 8.23%
3 Consumer Staples 7.93%
4 Consumer Discretionary 7.67%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.09M 0.04%
7,804
-120
202
$1.08M 0.04%
35,483
+624
203
$1.06M 0.04%
4,980
-394
204
$1.05M 0.04%
297
+1
205
$1.04M 0.04%
22,771
+834
206
$1.04M 0.04%
2,250
-39
207
$1.03M 0.04%
50,127
+1,710
208
$1.03M 0.04%
33,134
-548
209
$1.03M 0.04%
12,036
+57
210
$1.02M 0.04%
10,139
-448
211
$1.01M 0.04%
12,450
-15
212
$1.01M 0.04%
11,935
213
$998K 0.04%
4,179
214
$973K 0.04%
45,752
+679
215
$922K 0.04%
3,782
-146
216
$917K 0.04%
11,279
+1,218
217
$913K 0.04%
48,555
+16,932
218
$875K 0.03%
10,872
+130
219
$839K 0.03%
2,486
-86
220
$818K 0.03%
4,985
221
$805K 0.03%
1,844
+15
222
$787K 0.03%
22,585
+1,040
223
$766K 0.03%
10,469
+847
224
$752K 0.03%
2,905
-14
225
$751K 0.03%
7,736
-1,040
7 8
9
10 11