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
$2.78B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$4.3M
3
+$3.84M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.56M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.51M

Top Sells

1
+$8.97M
2
+$7.74M
3
+$5.38M
4
PEP icon
PepsiCo
PEP
+$4.02M
5
UPS icon
United Parcel Service
UPS
+$3.23M

Sector Composition

1 Technology 17.67%
2 Consumer Staples 8.51%
3 Financials 7.49%
4 Consumer Discretionary 7.17%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$326K 0.01%
1,890
-150
302
$321K 0.01%
1,375
-28
303
$310K 0.01%
1,012
-9
304
$296K 0.01%
3,550
+290
305
$293K 0.01%
6,092
306
$291K 0.01%
639
307
$289K 0.01%
2,283
308
$287K 0.01%
3,515
309
$286K 0.01%
668
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310
$284K 0.01%
4,823
-134,616
311
$283K 0.01%
4,727
-740
312
$283K 0.01%
3,020
313
$283K 0.01%
5,725
-892
314
$281K 0.01%
+1,625
315
$280K 0.01%
4,054
-1,892
316
$278K 0.01%
2,135
317
$278K 0.01%
27,678
-2,821
318
$276K 0.01%
4,860
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319
$274K 0.01%
3,895
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320
$273K 0.01%
3,258
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321
$273K 0.01%
+13,798
322
$271K 0.01%
1,190
323
$268K 0.01%
3,859
324
$268K 0.01%
4,187
325
$268K 0.01%
3,343
-1,102
11 12
13
14 15