We are live on ! Find out more
KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.98B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.59M
3
+$4.84M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.16M

Top Sells

1
+$12.3M
2
+$3.65M
3
+$3.17M
4
UNP icon
Union Pacific
UNP
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.87M

Sector Composition

1 Technology 18.35%
2 Consumer Staples 8.02%
3 Financials 7.67%
4 Industrials 7.31%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$47K ﹤0.01%
10,000
377
$44.6K ﹤0.01%
17,270
378
$42.6K ﹤0.01%
14,576
379
– –
-6,022
380
– –
-6,001
381
– –
-15,762
382
– –
-1,223
383
– –
-639
384
– –
-3,166
385
– –
-1,255
386
– –
-19,751
387
– –
-3,895
388
– –
-1,960
389
– –
-2,947
390
– –
-1,625
391
– –
-2,487
12 13 14 15
16