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
$1.51B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.15M
3
+$3.43M
4
LIN icon
Linde
LIN
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.03M

Top Sells

1
+$17.4M
2
+$9.17M
3
+$8.46M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.55M

Sector Composition

1 Technology 10.09%
2 Healthcare 8.97%
3 Consumer Staples 6.71%
4 Industrials 6.63%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$372K 0.02%
14,677
-600
352
$370K 0.02%
7,098
+386
353
$370K 0.02%
15,092
+12
354
$367K 0.02%
3,190
+305
355
$366K 0.02%
6,198
-111
356
$366K 0.02%
16,460
+1,439
357
$364K 0.02%
5,531
-1,756
358
$364K 0.02%
6,114
-4,249
359
$363K 0.02%
15,810
+2,820
360
$360K 0.02%
16,848
-1,009
361
$359K 0.02%
40,028
-1,280
362
$346K 0.02%
10,386
+6
363
$341K 0.02%
4,773
-2,130
364
$340K 0.02%
10,305
+10
365
$340K 0.02%
4,560
+574
366
$340K 0.02%
15,125
367
$338K 0.02%
9,745
+2,715
368
$334K 0.02%
12,997
-475
369
$333K 0.02%
6,895
370
$329K 0.02%
14,903
-1,050
371
$329K 0.02%
313
372
$325K 0.02%
2,175
-125
373
$325K 0.02%
25,296
-9,086
374
$324K 0.02%
+19,000
375
$323K 0.02%
823
-165
13 14
15
16 17