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
$1.51B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.15M
3
+$3.43M
4
LIN icon
Linde
LIN
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.03M

Top Sells

1
+$17.4M
2
+$9.17M
3
+$8.46M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.55M

Sector Composition

1 Technology 10.09%
2 Healthcare 8.97%
3 Consumer Staples 6.71%
4 Industrials 6.63%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$261K 0.02%
1,748
402
$261K 0.02%
10,260
-6,500
403
$259K 0.02%
2,415
404
$259K 0.02%
10,174
+1,554
405
$258K 0.02%
6,500
406
$256K 0.02%
+10,198
407
$255K 0.02%
8,188
-400
408
$255K 0.02%
11,506
-403
409
$254K 0.02%
2,761
-47
410
$253K 0.02%
10,088
+201
411
$247K 0.02%
10,044
+260
412
$247K 0.02%
9,727
-803
413
$246K 0.02%
10,911
-827
414
$240K 0.02%
3,043
-944
415
$240K 0.02%
9,163
+121
416
$240K 0.02%
+10,000
417
$233K 0.02%
10,019
-534
418
$231K 0.02%
2,497
-2,529
419
$229K 0.02%
2,745
420
$227K 0.02%
3,606
-109
421
$225K 0.01%
+2,512
422
$225K 0.01%
4,168
423
$225K 0.01%
9,000
424
$224K 0.01%
9,045
-200
425
$224K 0.01%
3,360
15 16
17
18 19