KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$787K 0.05%
9,717
+328
277
$781K 0.05%
5,353
-1,049
278
$777K 0.05%
30,002
-1,000
279
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29,966
+570
280
$764K 0.05%
28,111
281
$758K 0.05%
29,225
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282
$754K 0.05%
23,449
+193
283
$752K 0.05%
29,500
+3,350
284
$748K 0.05%
10,133
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285
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8,965
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286
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287
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288
$728K 0.04%
16,492
289
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27,864
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290
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7,524
291
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10,870
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292
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25,705
293
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294
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13,746
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295
$654K 0.04%
14,339
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296
$646K 0.04%
8,393
-440
297
$646K 0.04%
25,350
-200
298
$643K 0.04%
24,720
-5,476
299
$641K 0.04%
17,776
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300
$641K 0.04%
748
10 11
12
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