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
$2.95B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$1.35M
3
+$1.32M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.02M
5
SLQT icon
SelectQuote
SLQT
+$918K

Top Sells

1
+$2.92M
2
+$2.23M
3
+$1.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.57M
5
USB icon
US Bancorp
USB
+$1.13M

Sector Composition

1 Technology 18.9%
2 Consumer Staples 8.27%
3 Healthcare 7.57%
4 Consumer Discretionary 7.17%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-2,140
377
– –
-6,939
378
– –
-1,816
379
– –
-2,305
380
– –
-1,316
12 13 14 15
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