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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.11M
3
+$3.19M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.45M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.73M
4
DIS icon
Walt Disney
DIS
+$2.53M
5
PFE icon
Pfizer
PFE
+$1.8M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$442K 0.02%
25,057
277
$437K 0.02%
7,681
+188
278
$433K 0.02%
9,712
+2,421
279
$431K 0.02%
31,024
-960
280
$424K 0.02%
2,908
-372
281
$418K 0.02%
2,759
282
$416K 0.02%
9,227
283
$414K 0.02%
4,372
-75
284
$410K 0.02%
12,849
+5,760
285
$407K 0.02%
288
-75
286
$401K 0.02%
+3,850
287
$398K 0.02%
7,566
288
$395K 0.02%
7,380
+35
289
$393K 0.02%
9,636
290
$392K 0.02%
5,500
-4,336
291
$391K 0.02%
194
+43
292
$391K 0.02%
+7,790
293
$388K 0.02%
8,577
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294
$386K 0.02%
707
+155
295
$384K 0.02%
3,788
296
$383K 0.02%
21,173
+159
297
$377K 0.02%
2,251
298
$377K 0.02%
12,167
-50
299
$375K 0.02%
2,680
+174
300
$372K 0.02%
2,515
10 11
12
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