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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.46M
3
+$3.23M
4
CVX icon
Chevron
CVX
+$3.08M
5
BAC icon
Bank of America
BAC
+$2.74M

Top Sells

1
+$8.97M
2
+$5.06M
3
+$4.52M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.02M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$519K 0.02%
4,216
277
$517K 0.02%
2,520
-14
278
$516K 0.02%
+4,228
279
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280
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281
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282
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283
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285
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286
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287
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288
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289
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290
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291
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293
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294
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295
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297
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298
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2,215
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299
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6,485
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300
$447K 0.02%
9,404
-2,699
10 11
12
13 14