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
351
$234K 0.01%
3,935
-925
352
$230K 0.01%
+4,707
353
$226K 0.01%
1,626
-75
354
$225K 0.01%
8,882
+1,166
355
$225K 0.01%
3,270
-784
356
$224K 0.01%
1,455
357
$223K 0.01%
+609
358
$223K 0.01%
+733
359
$219K 0.01%
2,720
360
$218K 0.01%
5,187
-538
361
$217K 0.01%
+2,210
362
$216K 0.01%
+6,624
363
$215K 0.01%
5,533
364
$215K 0.01%
602
-7
365
$214K 0.01%
2,055
366
$213K 0.01%
771
367
$211K 0.01%
9,240
368
$209K 0.01%
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369
$206K 0.01%
3,650
370
$204K 0.01%
+6,070
371
$203K 0.01%
3,943
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372
$203K 0.01%
18,683
-8,995
373
$203K 0.01%
578
-1,312
374
$88.9K ﹤0.01%
12,831
+2,764
375
$67.5K ﹤0.01%
25,677
12 13 14
15
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