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
$1.51B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.15M
3
+$3.43M
4
LIN icon
Linde
LIN
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.03M

Top Sells

1
+$17.4M
2
+$9.17M
3
+$8.46M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.55M

Sector Composition

1 Technology 10.09%
2 Healthcare 8.97%
3 Consumer Staples 6.71%
4 Industrials 6.63%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$562K 0.04%
25,552
-2,289
277
$559K 0.04%
7,316
+650
278
$556K 0.04%
6,439
+170
279
$555K 0.04%
21,758
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280
$553K 0.04%
15,233
-4,382
281
$551K 0.04%
22,040
-581
282
$547K 0.04%
29,622
-24,688
283
$547K 0.04%
13,028
-580
284
$545K 0.04%
23,125
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285
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+21,665
286
$544K 0.04%
23,492
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287
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7,659
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288
$538K 0.04%
21,719
+13,124
289
$536K 0.04%
20,984
-743
290
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3,745
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291
$531K 0.04%
9,327
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292
$530K 0.04%
4,975
293
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21,422
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294
$522K 0.03%
20,511
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295
$520K 0.03%
20,600
-48,900
296
$514K 0.03%
4,632
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297
$511K 0.03%
19,763
+11,213
298
$508K 0.03%
27,337
-2,387
299
$507K 0.03%
3,702
+792
300
$507K 0.03%
5,096
-602
10 11
12
13 14