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
351
$444K 0.03%
8,560
+169
352
$441K 0.03%
15,047
+800
353
$440K 0.03%
+17,450
354
$439K 0.03%
16,975
-200
355
$434K 0.03%
16,967
+1,116
356
$428K 0.03%
17,432
+128
357
$427K 0.03%
95,440
-28,560
358
$427K 0.03%
5,352
-64
359
$424K 0.03%
7,568
-206
360
$423K 0.03%
6,745
-880
361
$423K 0.03%
6,057
-1,591
362
$418K 0.03%
12,020
+415
363
$418K 0.03%
16,450
+900
364
$415K 0.03%
16,264
365
$406K 0.02%
15,950
+500
366
$398K 0.02%
15,269
-586
367
$393K 0.02%
16,220
+4,520
368
$393K 0.02%
15,400
369
$390K 0.02%
14,700
370
$385K 0.02%
14,213
-1,194
371
$384K 0.02%
9,526
+118
372
$380K 0.02%
14,800
373
$376K 0.02%
6,214
+120
374
$376K 0.02%
52,450
+2,500
375
$373K 0.02%
6,644
13 14
15
16 17