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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$7.21M
3
+$5.39M
4
AMZN icon
Amazon
AMZN
+$3.32M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$1.99M

Top Sells

1
+$9.36M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$371K 0.02%
13,454
+55
377
$370K 0.02%
15,809
-963
378
$370K 0.02%
15,148
+140
379
$369K 0.02%
19,950
-2,530
380
$369K 0.02%
7,860
-403
381
$365K 0.02%
3,819
+94
382
$362K 0.02%
7,752
-5,872
383
$362K 0.02%
2,615
+480
384
$359K 0.02%
13,029
+100
385
$358K 0.02%
6,193
386
$357K 0.02%
14,151
+392
387
$354K 0.02%
14,400
+2,100
388
$350K 0.02%
12,300
389
$348K 0.02%
1,991
+53
390
$347K 0.02%
+325
391
$342K 0.02%
12,525
392
$341K 0.02%
8,992
-3,017
393
$340K 0.02%
2,570
-1,300
394
$340K 0.02%
13,300
+800
395
$332K 0.02%
6,895
-9
396
$327K 0.02%
7,305
-130
397
$325K 0.02%
12,038
-1,319
398
$323K 0.02%
13,288
+3,288
399
$321K 0.02%
12,727
+253
400
$316K 0.02%
+6,072
14 15
16
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