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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.41M
3
+$4.33M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.96M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M

Top Sells

1
+$5.54M
2
+$4.74M
3
+$4.2M
4
ABB
ABB Ltd
ABB
+$2.72M
5
PG icon
Procter & Gamble
PG
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$453K 0.03%
17,157
-174
352
$445K 0.03%
17,267
-100
353
$444K 0.03%
5,879
-2,068
354
$444K 0.03%
5,111
+1,659
355
$441K 0.03%
16,677
-400
356
$435K 0.03%
+3,125
357
$435K 0.03%
16,870
-400
358
$433K 0.03%
17,425
+6,225
359
$421K 0.03%
10,314
-2,222
360
$420K 0.03%
3,304
+1,015
361
$413K 0.03%
5,654
-115
362
$411K 0.03%
13,997
-200
363
$409K 0.02%
5,960
-597
364
$409K 0.02%
16,058
+108
365
$409K 0.02%
16,164
-100
366
$408K 0.02%
2,343
+983
367
$407K 0.02%
17,494
-881
368
$407K 0.02%
6,661
+11
369
$406K 0.02%
4,372
370
$405K 0.02%
6,003
-125
371
$397K 0.02%
15,535
-500
372
$395K 0.02%
2,151
+269
373
$390K 0.02%
6,691
-514
374
$390K 0.02%
+16,125
375
$389K 0.02%
7,686
+538
13 14
15
16 17