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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.41M
3
+$4.33M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.96M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M

Top Sells

1
+$5.54M
2
+$4.74M
3
+$4.2M
4
ABB
ABB Ltd
ABB
+$2.72M
5
PG icon
Procter & Gamble
PG
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$384K 0.02%
16,402
-398
377
$381K 0.02%
3,818
-1
378
$377K 0.02%
14,300
-400
379
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331
+6
380
$367K 0.02%
3,403
+461
381
$366K 0.02%
5,252
-192
382
$366K 0.02%
14,800
383
$366K 0.02%
17,233
-4,794
384
$363K 0.02%
15,825
-2,708
385
$362K 0.02%
670
-499
386
$360K 0.02%
3,229
+1,516
387
$359K 0.02%
6,094
-120
388
$358K 0.02%
7,405
389
$357K 0.02%
5,495
-1,250
390
$357K 0.02%
14,011
-155
391
$352K 0.02%
6,193
392
$352K 0.02%
14,156
+3,556
393
$352K 0.02%
14,100
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394
$350K 0.02%
14,002
+495
395
$346K 0.02%
6,740
-155
396
$341K 0.02%
1,992
+1
397
$338K 0.02%
13,603
+5,029
398
$337K 0.02%
6,895
399
$332K 0.02%
12,337
-797
400
$326K 0.02%
2,400
-75
14 15
16
17 18