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
326
$266K 0.01%
2,923
327
$265K 0.01%
457
328
$264K 0.01%
8,850
329
$261K 0.01%
9,712
330
$258K 0.01%
2,516
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331
$257K 0.01%
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-45
332
$251K 0.01%
1,701
-359
333
$249K 0.01%
514
334
$243K 0.01%
609
335
$239K 0.01%
3,708
336
$236K 0.01%
1,255
337
$228K 0.01%
+1,331
338
$225K 0.01%
3,865
339
$225K 0.01%
3,101
-999
340
$223K 0.01%
+7,716
341
$223K 0.01%
+1,455
342
$222K 0.01%
3,650
-185
343
$218K 0.01%
5,533
344
$218K 0.01%
+1,216
345
$216K 0.01%
3,166
346
$216K 0.01%
+2,720
347
$214K 0.01%
1,960
-50
348
$214K 0.01%
+3,304
349
$211K 0.01%
2,788
350
$209K 0.01%
1,223
12 13
14
15 16