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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.46M
3
+$3.23M
4
CVX icon
Chevron
CVX
+$3.08M
5
BAC icon
Bank of America
BAC
+$2.74M

Top Sells

1
+$8.97M
2
+$5.06M
3
+$4.52M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.02M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$443K 0.02%
7,266
-55
302
$441K 0.02%
1,555
-253
303
$440K 0.02%
7,265
-147
304
$439K 0.02%
4,328
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305
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5,647
+3,090
306
$435K 0.02%
3,910
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307
$434K 0.02%
9,798
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308
$433K 0.02%
7,631
+2,157
309
$433K 0.02%
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310
$432K 0.02%
899
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311
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312
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7,345
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313
$414K 0.02%
756
-1,829
314
$412K 0.02%
363
315
$407K 0.01%
1,329
316
$406K 0.01%
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317
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319
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$400K 0.01%
2,710
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321
$399K 0.01%
8,311
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322
$390K 0.01%
5,070
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323
$389K 0.01%
6,763
+2,193
324
$389K 0.01%
6,240
325
$384K 0.01%
3,723
+45
11 12
13
14 15