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
$1.75B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.97M
3
+$4.89M
4
AMGN icon
Amgen
AMGN
+$4.6M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.93M

Top Sells

1
+$7.15M
2
+$4.72M
3
+$4.11M
4
BGCA.CL
BGC Partners, Inc.
BGCA.CL
+$3.49M
5
BANC.PRC.CL
Banc of California, Inc.
BANC.PRC.CL
+$2.5M

Sector Composition

1 Technology 10.71%
2 Healthcare 8.62%
3 Industrials 6.71%
4 Financials 6.22%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$302K 0.02%
11,741
+861
402
$301K 0.02%
2,415
403
$301K 0.02%
+12,990
404
$298K 0.02%
11,725
-3,739
405
$296K 0.02%
2,745
406
$295K 0.02%
3,299
+285
407
$292K 0.02%
11,738
-478
408
$292K 0.02%
11,909
+1,562
409
$288K 0.02%
+7,030
410
$287K 0.02%
4,674
411
$283K 0.02%
4,168
+150
412
$283K 0.02%
4,924
-690
413
$281K 0.02%
9,784
414
$280K 0.02%
10,772
+2,511
415
$279K 0.02%
12,025
+40
416
$278K 0.02%
10,530
+50
417
$275K 0.02%
5,797
+1,327
418
$274K 0.02%
+6,222
419
$268K 0.02%
3,360
420
$266K 0.02%
+2,403
421
$263K 0.02%
6,500
422
$263K 0.02%
9,887
+526
423
$262K 0.02%
4,492
+752
424
$261K 0.01%
3,500
425
$259K 0.01%
4,870
15 16
17
18 19