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
$1.25B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.2M
3
+$3.17M
4
TE
TECO ENERGY INC
TE
+$2.92M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$3.08M
2
+$2.36M
3
+$1.93M
4
SLB icon
SLB Ltd
SLB
+$1.74M
5
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.68M

Sector Composition

1 Healthcare 11.31%
2 Consumer Staples 9.27%
3 Technology 7.36%
4 Energy 6.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$514K 0.04%
8,570
-1,800
327
$508K 0.04%
7,934
+200
328
$507K 0.04%
16,000
329
$507K 0.04%
14,464
+1,638
330
$504K 0.04%
4,731
+263
331
$500K 0.04%
4,861
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332
$496K 0.04%
18,900
333
$495K 0.04%
6,700
334
$494K 0.04%
+19,450
335
$494K 0.04%
19,104
-499
336
$489K 0.04%
7,200
337
$478K 0.04%
6,225
-50
338
$470K 0.04%
6,000
339
$468K 0.04%
18,435
-500
340
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341
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342
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343
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344
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345
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346
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16,863
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347
$448K 0.04%
17,466
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348
$448K 0.04%
7,190
-466
349
$448K 0.04%
17,900
350
$444K 0.04%
18,240
+5,700
12 13
14
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