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
$1.67B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$6.35M
3
+$4.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.05M
5
KRC icon
Kilroy Realty
KRC
+$3.83M

Top Sells

1
+$5.08M
2
+$4.77M
3
+$3.63M
4
WBA
Walgreens Boots Alliance
WBA
+$2.2M
5
OXY icon
Occidental Petroleum
OXY
+$1.29M

Sector Composition

1 Technology 11.77%
2 Healthcare 7.97%
3 Consumer Staples 7.64%
4 Industrials 7.4%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$238K 0.01%
4,322
-404
302
$234K 0.01%
4,554
303
$234K 0.01%
+615
304
$233K 0.01%
2,000
305
$229K 0.01%
+6,939
306
$229K 0.01%
+4,165
307
$227K 0.01%
6,268
+4
308
$220K 0.01%
2,813
309
$219K 0.01%
1,855
310
$218K 0.01%
4,361
311
$218K 0.01%
2,196
312
$218K 0.01%
+5,269
313
$216K 0.01%
3,143
-275
314
$215K 0.01%
21,005
+500
315
$212K 0.01%
4,960
+68
316
$212K 0.01%
2,380
317
$212K 0.01%
2,571
318
$207K 0.01%
3,656
319
$207K 0.01%
+1,754
320
$206K 0.01%
4,710
-1,140
321
$205K 0.01%
+2,880
322
$201K 0.01%
3,583
-23
323
$135K 0.01%
13,450
324
$65K ﹤0.01%
53,000
325
– –
-4,975
10 11 12
13
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