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
$1.25B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.2M
3
+$3.17M
4
TE
TECO ENERGY INC
TE
+$2.92M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$3.08M
2
+$2.36M
3
+$1.93M
4
SLB icon
SLB Ltd
SLB
+$1.74M
5
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.68M

Sector Composition

1 Healthcare 11.31%
2 Consumer Staples 9.27%
3 Technology 7.36%
4 Energy 6.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$318K 0.03%
12,750
+250
402
$316K 0.03%
12,651
-100
403
$315K 0.03%
+12,350
404
$314K 0.03%
11,900
+400
405
$311K 0.02%
6,155
406
$310K 0.02%
3,005
407
$306K 0.02%
11,926
-300
408
$300K 0.02%
2,360
409
$295K 0.02%
3,561
-47
410
$295K 0.02%
11,425
-221
411
$294K 0.02%
6,022
412
$294K 0.02%
4,858
-442
413
$293K 0.02%
11,773
+7
414
$292K 0.02%
11,600
-200
415
$290K 0.02%
2,160
+159
416
$288K 0.02%
3,920
-200
417
$285K 0.02%
9,168
418
$284K 0.02%
10,863
+365
419
$283K 0.02%
11,003
420
$282K 0.02%
9,145
421
$281K 0.02%
6,284
+609
422
$281K 0.02%
22,305
-15
423
$278K 0.02%
2,470
+636
424
$275K 0.02%
3,390
+885
425
$274K 0.02%
9,925
+1,299
15 16
17
18 19