KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.2M
3
+$3.17M
4
TE
TECO ENERGY INC
TE
+$2.92M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$3.08M
2
+$2.36M
3
+$1.93M
4
SLB icon
SLB Ltd
SLB
+$1.74M
5
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.68M

Sector Composition

1 Healthcare 11.31%
2 Consumer Staples 9.27%
3 Technology 7.36%
4 Energy 6.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$875K 0.07%
32,335
252
$865K 0.07%
4,871
253
$853K 0.07%
32,625
+866
254
$852K 0.07%
38,835
+3,755
255
$849K 0.07%
15,840
-1,000
256
$838K 0.07%
31,605
-900
257
$827K 0.07%
12,651
258
$818K 0.07%
10,656
-37,969
259
$815K 0.07%
10,122
+2,936
260
$803K 0.06%
53,575
261
$798K 0.06%
10,614
262
$796K 0.06%
30,528
+673
263
$785K 0.06%
30,858
-190
264
$778K 0.06%
33,686
+150
265
$775K 0.06%
20,314
-481
266
$774K 0.06%
29,929
+11,129
267
$768K 0.06%
14,165
+270
268
$766K 0.06%
30,138
+6,238
269
$765K 0.06%
24,574
+12,162
270
$761K 0.06%
33,220
+1,077
271
$755K 0.06%
28,928
-550
272
$754K 0.06%
18,136
273
$752K 0.06%
9,012
-20,877
274
$744K 0.06%
11,702
+204
275
$738K 0.06%
27,024
+600
9 10
11
12 13