We are live on ! Find out more
KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1 +$4.65M
2 +$4.24M
3 +$4.21M
4
VZ icon
Verizon
VZ
+$3.91M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.89M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-9,045
327
-227,497
328
-27,337
329
-13,900
330
-74,300
331
-40,947
332
-25,550
333
-17,719
334
-9,124
335
-11,218
336
-22,882
337
-10,088
338
-5,710
339
-670
340
-18,100
341
-18,325
342
-105,475
343
-22,782
344
-16,848
345
-251,386
346
-12,646
347
-8,257
348
-12,997
349
-11,228
350
-20,984