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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$7.21M
3
+$5.39M
4
AMZN icon
Amazon
AMZN
+$3.32M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$1.99M

Top Sells

1
+$9.36M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$533K 0.03%
20,146
+94
327
$532K 0.03%
6,962
+862
328
$530K 0.03%
20,111
329
$528K 0.03%
7,110
+84
330
$528K 0.03%
22,884
331
$524K 0.03%
8,425
+665
332
$524K 0.03%
8,655
333
$521K 0.03%
19,602
334
$517K 0.03%
7,365
+5
335
$507K 0.03%
5,511
-269
336
$499K 0.03%
484
337
$495K 0.03%
19,508
+835
338
$494K 0.03%
9,896
+300
339
$489K 0.03%
19,120
-434
340
$483K 0.03%
17,688
+145
341
$482K 0.03%
5,801
+407
342
$482K 0.03%
17,906
-489
343
$479K 0.03%
18,825
+700
344
$467K 0.03%
12,456
+3,216
345
$467K 0.03%
17,698
+8,848
346
$458K 0.03%
6,721
-4,307
347
$453K 0.03%
17,837
+2,605
348
$447K 0.03%
17,270
+900
349
$446K 0.03%
6,138
+37
350
$446K 0.03%
+18,030
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