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

Top Buys

1
+$6.01M
2
+$4.11M
3
+$3.19M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.45M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.73M
4
DIS icon
Walt Disney
DIS
+$2.53M
5
PFE icon
Pfizer
PFE
+$1.8M

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
251
$577K 0.02%
4,550
+47
252
$576K 0.02%
8,215
253
$575K 0.02%
3,770
-600
254
$575K 0.02%
3,923
-282
255
$565K 0.02%
11,221
+345
256
$564K 0.02%
7,271
-2,550
257
$562K 0.02%
9,933
+1,496
258
$558K 0.02%
1,919
+94
259
$542K 0.02%
45,700
+500
260
$540K 0.02%
13,798
-4,022
261
$527K 0.02%
2,175
-35
262
$517K 0.02%
8,208
+663
263
$511K 0.02%
11,882
+4,957
264
$504K 0.02%
8,002
-133
265
$495K 0.02%
2,837
-65
266
$494K 0.02%
9,684
+2,825
267
$493K 0.02%
13,490
+6
268
$492K 0.02%
5,075
269
$480K 0.02%
10,376
+578
270
$477K 0.02%
6,624
+753
271
$477K 0.02%
4,575
-775
272
$466K 0.02%
1,907
+29
273
$459K 0.02%
4,811
-446
274
$447K 0.02%
5,328
-76
275
$446K 0.02%
6,183
-2,377
9 10
11
12 13