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
326
$284K 0.01%
4,145
-42
327
$283K 0.01%
3,020
328
$279K 0.01%
8,850
329
$278K 0.01%
+546
330
$278K 0.01%
4,120
-755
331
$272K 0.01%
1,228
+38
332
$271K 0.01%
2,851
-650
333
$268K 0.01%
503
-11
334
$265K 0.01%
3,612
-1,115
335
$259K 0.01%
3,708
336
$259K 0.01%
3,111
-232
337
$258K 0.01%
+3,948
338
$254K 0.01%
2,893
-30
339
$254K 0.01%
+2,058
340
$253K 0.01%
+4,340
341
$252K 0.01%
1,465
-386
342
$252K 0.01%
6,349
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343
$249K 0.01%
+2,526
344
$246K 0.01%
1,481
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345
$244K 0.01%
3,865
346
$244K 0.01%
+2,619
347
$243K 0.01%
3,101
348
$242K 0.01%
3,943
+639
349
$239K 0.01%
+2,069
350
$238K 0.01%
+8,602
12 13
14
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