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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.27M
3
+$4.23M
4
NVDA icon
NVIDIA
NVDA
+$4.18M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.98M

Top Sells

1
+$6.57M
2
+$4.1M
3
+$3.52M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$3.5M
5
DEO icon
Diageo
DEO
+$3.11M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$389K 0.02%
4,975
-353
302
$385K 0.02%
2,062
+392
303
$384K 0.02%
2,654
-26
304
$383K 0.02%
3,342
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305
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10,784
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306
$373K 0.02%
899
307
$372K 0.02%
4,496
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308
$365K 0.01%
7,390
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309
$364K 0.01%
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310
$361K 0.01%
3,282
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311
$361K 0.01%
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312
$357K 0.01%
2,212
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313
$357K 0.01%
6,128
-233
314
$355K 0.01%
4,529
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315
$354K 0.01%
2,561
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316
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318
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3,160
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320
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321
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322
$337K 0.01%
2,653
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323
$333K 0.01%
26,466
-129
324
$333K 0.01%
2,651
-257
325
$331K 0.01%
10,975
-1,192
11 12
13
14 15