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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.27M
3
+$4.23M
4
NVDA icon
NVIDIA
NVDA
+$4.18M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.98M

Top Sells

1
+$6.57M
2
+$4.1M
3
+$3.52M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$3.5M
5
DEO icon
Diageo
DEO
+$3.11M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$242K 0.01%
+10,018
377
$241K 0.01%
1,259
+31
378
$237K 0.01%
1,172
379
$234K 0.01%
1,637
+31
380
$234K 0.01%
+1,187
381
$231K 0.01%
+9,494
382
$229K 0.01%
+641
383
$228K 0.01%
2,475
-21
384
$219K 0.01%
+2,000
385
$219K 0.01%
2,060
-30
386
$218K 0.01%
+11,885
387
$216K 0.01%
+317
388
$214K 0.01%
2,135
-35
389
$213K 0.01%
8,505
-100
390
$212K 0.01%
2,027
-338
391
$207K 0.01%
17,270
392
$207K 0.01%
4,321
-2,467
393
$205K 0.01%
3,334
-165
394
$202K 0.01%
+2,820
395
$201K 0.01%
1,409
-836
396
$200K 0.01%
888
-225
397
$191K 0.01%
+7,042
398
$189K 0.01%
11,000
399
$165K 0.01%
+10,165
400
$119K ﹤0.01%
+20,033
13 14 15
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