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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$7.21M
3
+$5.39M
4
AMZN icon
Amazon
AMZN
+$3.32M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$1.99M

Top Sells

1
+$9.36M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$316K 0.02%
7,584
402
$315K 0.02%
12,385
+69
403
$314K 0.02%
4,084
+23
404
$311K 0.02%
695
-432
405
$311K 0.02%
11,955
-1,313
406
$305K 0.02%
5,669
+609
407
$304K 0.02%
10,280
+5
408
$302K 0.02%
8,783
409
$302K 0.02%
12,168
-635
410
$301K 0.02%
11,700
-500
411
$298K 0.02%
11,690
+2,050
412
$297K 0.02%
663
-20
413
$297K 0.02%
+7,977
414
$294K 0.02%
1,169
415
$293K 0.02%
2,483
-48
416
$293K 0.02%
+8,565
417
$288K 0.02%
11,030
+173
418
$287K 0.02%
10,320
-1,350
419
$286K 0.02%
5,627
+203
420
$285K 0.02%
1,523
+20
421
$280K 0.02%
3,798
-460
422
$280K 0.02%
1,149
423
$280K 0.02%
10,590
-400
424
$279K 0.02%
5,026
425
$275K 0.02%
+11,000
15 16
17
18 19