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
$2.98B
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
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-3,166
380
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-1,255
381
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-19,751
382
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-3,895
383
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-2,487
384
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-1,960
385
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-6,022
386
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-6,001
387
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-15,762
388
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-1,223
389
– –
-639
390
– –
-2,947
391
– –
-1,625
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