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
$2.78B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$4.3M
3
+$3.84M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.56M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.51M

Top Sells

1
+$8.97M
2
+$7.74M
3
+$5.38M
4
PEP icon
PepsiCo
PEP
+$4.02M
5
UPS icon
United Parcel Service
UPS
+$3.23M

Sector Composition

1 Technology 17.67%
2 Consumer Staples 8.51%
3 Financials 7.49%
4 Consumer Discretionary 7.17%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$540K 0.02%
8,995
-250
252
$539K 0.02%
3,761
-35
253
$535K 0.02%
7,539
-145
254
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23,205
-5,370
255
$526K 0.02%
5,300
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256
$524K 0.02%
7,409
257
$519K 0.02%
2,019
258
$500K 0.02%
3,102
259
$495K 0.02%
6,376
260
$491K 0.02%
10,160
-587
261
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19,751
-1,515
262
$468K 0.02%
16,404
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263
$464K 0.02%
1,639
264
$455K 0.02%
7,566
265
$452K 0.02%
2,077
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266
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$419K 0.02%
2,515
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271
$412K 0.01%
6,633
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272
$411K 0.01%
7,302
-242
273
$402K 0.01%
2,287
274
$397K 0.01%
2,473
275
$392K 0.01%
1,311
-122
9 10
11
12 13