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
276
$440K 0.01%
4,023
+367
277
$423K 0.01%
2,515
278
$418K 0.01%
+2,045
279
$418K 0.01%
4,838
280
$415K 0.01%
1,876
-201
281
$412K 0.01%
9,818
+100
282
$401K 0.01%
4,348
+1,560
283
$399K 0.01%
+4,629
284
$396K 0.01%
1,349
+38
285
$391K 0.01%
2,000
286
$390K 0.01%
2,680
287
$385K 0.01%
2,348
+45
288
$384K 0.01%
+7,670
289
$381K 0.01%
1,489
+1
290
$381K 0.01%
5,985
+43
291
$378K 0.01%
1,912
292
$378K 0.01%
2,283
293
$374K 0.01%
17,968
+7,680
294
$362K 0.01%
+8,565
295
$354K 0.01%
3,965
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296
$354K 0.01%
2,819
-20
297
$353K 0.01%
1,245
298
$350K 0.01%
6,763
+654
299
$350K 0.01%
2,032
-470
300
$350K 0.01%
4,520
-543
10 11
12
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