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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.22M
3
+$1.16M
4
WFC.PRJ.CL
Wells Fargo & Company
WFC.PRJ.CL
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Top Sells

1
+$1.94M
2
+$1.47M
3
+$1.36M
4
BBT.PRE.CL
BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C
BBT.PRE.CL
+$1.31M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.06M

Sector Composition

1 Healthcare 10.57%
2 Consumer Staples 9.36%
3 Energy 8.95%
4 Industrials 6.97%
5 Technology 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$242K 0.03%
4,303
+50
377
$242K 0.03%
10,575
+146
378
$239K 0.03%
7,418
379
$233K 0.03%
2,748
-760
380
$233K 0.03%
4,544
-485
381
$232K 0.03%
7,245
-660
382
$232K 0.03%
4,122
-266
383
$229K 0.03%
3,953
-700
384
$227K 0.03%
+1,991
385
$227K 0.03%
9,865
-700
386
$223K 0.03%
9,583
-399
387
$223K 0.03%
9,291
-5,071
388
$223K 0.03%
+853
389
$220K 0.03%
+8,010
390
$218K 0.03%
3,646
+62
391
$217K 0.03%
5,670
392
$216K 0.03%
4,100
393
$212K 0.03%
3,245
-300
394
$209K 0.02%
+2,000
395
$209K 0.02%
8,366
-177
396
$207K 0.02%
3,580
+164
397
$206K 0.02%
4,297
-2,415
398
$206K 0.02%
+2,700
399
$205K 0.02%
+7,250
400
$203K 0.02%
8,808
-1,492
14 15
16
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