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
351
$433K 0.03%
16,157
-97
352
$428K 0.03%
6,540
353
$428K 0.03%
7,567
+835
354
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16,700
355
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11,268
+2,219
356
$419K 0.03%
14,500
357
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5,733
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358
$405K 0.03%
15,909
-1,200
359
$403K 0.03%
3,289
360
$400K 0.03%
4,861
-463
361
$396K 0.03%
3,128
-969
362
$392K 0.03%
3,902
-238
363
$391K 0.03%
11,201
-3,056
364
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15,150
365
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5,137
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366
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15,123
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368
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15,100
369
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370
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7,365
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371
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372
$377K 0.03%
8,663
373
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21,955
+1,100
374
$372K 0.03%
9,179
-1,777
375
$372K 0.03%
13,900
-200
13 14
15
16 17