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
$1.25B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.2M
3
+$3.17M
4
TE
TECO ENERGY INC
TE
+$2.92M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$3.08M
2
+$2.36M
3
+$1.93M
4
SLB icon
SLB Ltd
SLB
+$1.74M
5
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.68M

Sector Composition

1 Healthcare 11.31%
2 Consumer Staples 9.27%
3 Technology 7.36%
4 Energy 6.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$629K 0.05%
23,244
+96
302
$629K 0.05%
24,435
-1,300
303
$625K 0.05%
5,325
304
$621K 0.05%
2,990
+107
305
$616K 0.05%
7,793
+24
306
$604K 0.05%
26,400
307
$597K 0.05%
8,500
-400
308
$582K 0.05%
5,045
+62
309
$579K 0.05%
15,148
310
$577K 0.05%
1,278
-146
311
$575K 0.05%
569
312
$569K 0.05%
9,310
-210
313
$560K 0.04%
21,486
314
$559K 0.04%
+21,850
315
$554K 0.04%
6,764
+1,573
316
$551K 0.04%
+7,631
317
$548K 0.04%
7,738
-40
318
$546K 0.04%
12,647
+96
319
$546K 0.04%
+13,700
320
$543K 0.04%
6,763
+1
321
$542K 0.04%
10,208
+200
322
$529K 0.04%
19,621
+71
323
$528K 0.04%
20,300
+5,200
324
$527K 0.04%
9,362
+696
325
$515K 0.04%
24,313
11 12
13
14 15