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
$2.16B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.63M
3
+$3.75M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.23M
5
NVDA icon
NVIDIA
NVDA
+$2.17M

Top Sells

1
+$3.6M
2
+$3.49M
3
+$3.18M
4
VAW icon
Vanguard Materials ETF
VAW
+$2.69M
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$2.62M

Sector Composition

1 Technology 16.26%
2 Healthcare 9.51%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.75%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$483K 0.02%
8,135
+477
252
$481K 0.02%
4,503
+350
253
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2,902
+20
254
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10,876
+896
255
$478K 0.02%
5,075
256
$473K 0.02%
363
257
$471K 0.02%
16,458
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258
$470K 0.02%
1,382
+81
259
$465K 0.02%
11,505
-824
260
$464K 0.02%
7,545
+325
261
$460K 0.02%
3,280
-159
262
$451K 0.02%
5,257
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263
$450K 0.02%
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264
$450K 0.02%
2,210
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265
$446K 0.02%
31,984
-11,196
266
$442K 0.02%
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267
$437K 0.02%
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268
$433K 0.02%
13,484
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269
$431K 0.02%
17,885
+3,400
270
$421K 0.02%
5,404
-221
271
$420K 0.02%
5,077
-182
272
$388K 0.02%
4,447
+397
273
$381K 0.02%
9,636
274
$380K 0.02%
1,878
-175
275
$379K 0.02%
9,798
9 10
11
12 13