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
$2.98B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.59M
3
+$4.84M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.16M

Top Sells

1
+$12.3M
2
+$3.65M
3
+$3.17M
4
UNP icon
Union Pacific
UNP
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.87M

Sector Composition

1 Technology 18.35%
2 Consumer Staples 8.02%
3 Financials 7.67%
4 Industrials 7.31%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$618K 0.02%
+5,576
252
$610K 0.02%
4,540
-40
253
$610K 0.02%
+7,884
254
$600K 0.02%
9,320
-2,694
255
$589K 0.02%
2,989
-113
256
$576K 0.02%
2,019
257
$570K 0.02%
8,412
-699
258
$568K 0.02%
19,304
+2,900
259
$564K 0.02%
5,343
-389
260
$551K 0.02%
3,158
-603
261
$544K 0.02%
4,562
-40
262
$523K 0.02%
2,456
+1,240
263
$522K 0.02%
2,473
264
$521K 0.02%
23,592
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265
$515K 0.02%
5,736
-640
266
$505K 0.02%
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267
$501K 0.02%
22,346
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268
$493K 0.02%
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269
$474K 0.02%
3,905
-2,115
270
$474K 0.02%
7,566
271
$473K 0.02%
7,302
272
$464K 0.02%
1,737
+98
273
$460K 0.02%
7,342
-1,824
274
$453K 0.02%
1,110
275
$440K 0.01%
5,806
-13,930
9 10
11
12 13