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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1 +$4.65M
2 +$4.24M
3 +$4.21M
4
VZ icon
Verizon
VZ
+$3.91M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.89M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$225K 0.01%
2,000
302
$224K 0.01%
+6,264
303
$222K 0.01%
4,407
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304
$222K 0.01%
7,644
-2,400
305
$217K 0.01%
+4,892
306
$209K 0.01%
+935
307
$208K 0.01%
+2,813
308
$207K 0.01%
+2,380
309
$207K 0.01%
4,361
-303
310
$206K 0.01%
+2,571
311
$204K 0.01%
+2,196
312
$200K 0.01%
+3,656
313
$180K 0.01%
20,505
+8,100
314
$115K 0.01%
+13,450
315
$62K ﹤0.01%
53,000
316
$57K ﹤0.01%
10,990
+231
317
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318
-25,296
319
-15,384
320
-35,467
321
-19,763
322
-56,239
323
-30,600
324
-67,416
325
-9,000