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
$1.51B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.15M
3
+$3.43M
4
LIN icon
Linde
LIN
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.03M

Top Sells

1
+$17.4M
2
+$9.17M
3
+$8.46M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.55M

Sector Composition

1 Technology 10.09%
2 Healthcare 8.97%
3 Consumer Staples 6.71%
4 Industrials 6.63%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$322K 0.02%
12,950
+200
377
$320K 0.02%
6,140
-2,437
378
$320K 0.02%
4,354
-340
379
$319K 0.02%
14,400
-200
380
$318K 0.02%
+17,685
381
$313K 0.02%
10,071
-661
382
$311K 0.02%
6,090
-198
383
$309K 0.02%
1,637
+104
384
$306K 0.02%
5,588
-515
385
$304K 0.02%
12,646
+106
386
$304K 0.02%
4,674
387
$294K 0.02%
7,966
-9
388
$294K 0.02%
5,971
+615
389
$294K 0.02%
670
390
$291K 0.02%
11,668
-57
391
$286K 0.02%
9,221
+2,780
392
$280K 0.02%
11,228
-1,007
393
$278K 0.02%
11,218
-523
394
$272K 0.02%
10,944
+172
395
$269K 0.02%
1,010
-14
396
$267K 0.02%
12,900
-90
397
$265K 0.02%
8,490
-12,669
398
$264K 0.02%
13,900
-1,400
399
$264K 0.02%
14,300
-1,000
400
$261K 0.02%
7,983
+2,057
14 15
16
17 18