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
$1.25B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.2M
3
+$3.17M
4
TE
TECO ENERGY INC
TE
+$2.92M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$3.08M
2
+$2.36M
3
+$1.93M
4
SLB icon
SLB Ltd
SLB
+$1.74M
5
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.68M

Sector Composition

1 Healthcare 11.31%
2 Consumer Staples 9.27%
3 Technology 7.36%
4 Energy 6.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$367K 0.03%
13,424
+1,068
377
$367K 0.03%
3,850
-7,351
378
$363K 0.03%
8,388
379
$361K 0.03%
2,871
380
$358K 0.03%
3,877
+42
381
$357K 0.03%
6,247
+747
382
$353K 0.03%
6,894
-250
383
$350K 0.03%
13,850
+2,900
384
$345K 0.03%
5,945
+500
385
$345K 0.03%
31,155
-7,595
386
$343K 0.03%
1,456
+218
387
$338K 0.03%
22,914
-4,220
388
$335K 0.03%
3,933
-500
389
$333K 0.03%
12,807
+4,650
390
$332K 0.03%
8,879
+454
391
$329K 0.03%
12,850
+575
392
$329K 0.03%
2,430
-150
393
$328K 0.03%
1,387
-167
394
$327K 0.03%
12,810
-600
395
$325K 0.03%
6,311
-1,213
396
$324K 0.03%
12,210
-600
397
$323K 0.03%
10,086
+2,278
398
$320K 0.03%
15,350
-15,050
399
$319K 0.03%
45,610
+9,860
400
$319K 0.03%
11,210
+1,970
14 15
16
17 18