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
$2.98B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.59M
3
+$4.84M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.16M

Top Sells

1
+$12.3M
2
+$3.65M
3
+$3.17M
4
UNP icon
Union Pacific
UNP
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.87M

Sector Composition

1 Technology 18.35%
2 Consumer Staples 8.02%
3 Financials 7.67%
4 Industrials 7.31%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$350K 0.01%
1,877
302
$347K 0.01%
677
+9
303
$347K 0.01%
1,083
-8
304
$346K 0.01%
8,154
-324
305
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306
$342K 0.01%
7,552
-233
307
$336K 0.01%
6,915
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308
$334K 0.01%
457
309
$330K 0.01%
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310
$327K 0.01%
4,648
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311
$323K 0.01%
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312
$319K 0.01%
6,049
-43
313
$318K 0.01%
3,167
-49
314
$317K 0.01%
3,887
+352
315
$317K 0.01%
2,235
-281
316
$317K 0.01%
4,531
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317
$309K 0.01%
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318
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319
$304K 0.01%
2,135
320
$301K 0.01%
+2,000
321
$291K 0.01%
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322
$290K 0.01%
9,712
323
$288K 0.01%
1,570
-717
324
$287K 0.01%
3,152
-106
325
$286K 0.01%
3,859
11 12
13
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