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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.41M
3
+$4.33M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.96M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M

Top Sells

1
+$5.54M
2
+$4.74M
3
+$4.2M
4
ABB
ABB Ltd
ABB
+$2.72M
5
PG icon
Procter & Gamble
PG
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$325K 0.02%
10,295
+10
402
$324K 0.02%
3,803
+3
403
$323K 0.02%
12,550
+2,700
404
$319K 0.02%
9,088
-1,850
405
$315K 0.02%
914
-22
406
$315K 0.02%
13,533
-4,103
407
$314K 0.02%
12,054
-209
408
$310K 0.02%
4,248
-435
409
$308K 0.02%
9,984
-1,434
410
$308K 0.02%
11,722
+600
411
$305K 0.02%
8,783
412
$302K 0.02%
5,431
-250
413
$299K 0.02%
2,175
-210
414
$299K 0.02%
+2,667
415
$296K 0.02%
25,600
416
$295K 0.02%
3,303
-381
417
$292K 0.02%
+11,925
418
$287K 0.02%
1,024
-125
419
$286K 0.02%
8,700
-1,212
420
$285K 0.02%
4,127
-625
421
$281K 0.02%
10,021
+21
422
$277K 0.02%
9,800
-900
423
$276K 0.02%
10,744
-279
424
$275K 0.02%
2,745
425
$274K 0.02%
7,680
15 16
17
18 19