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
$2.78B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$4.3M
3
+$3.84M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.56M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.51M

Top Sells

1
+$8.97M
2
+$7.74M
3
+$5.38M
4
PEP icon
PepsiCo
PEP
+$4.02M
5
UPS icon
United Parcel Service
UPS
+$3.23M

Sector Composition

1 Technology 17.67%
2 Consumer Staples 8.51%
3 Financials 7.49%
4 Consumer Discretionary 7.17%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-1,952
377
– –
-47,608
378
– –
-2,651
379
– –
-1,086
380
– –
-1,931
381
– –
-7,873
382
– –
-1,615
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