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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.46M
3
+$3.23M
4
CVX icon
Chevron
CVX
+$3.08M
5
BAC icon
Bank of America
BAC
+$2.74M

Top Sells

1
+$8.97M
2
+$5.06M
3
+$4.52M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.02M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$208K 0.01%
+1,529
402
$204K 0.01%
2,435
-640
403
$151K 0.01%
16,715
-848
404
$128K ﹤0.01%
11,910
+185
405
$108K ﹤0.01%
5,000
406
$108K ﹤0.01%
17,270
407
$91K ﹤0.01%
+11,189
408
$53K ﹤0.01%
+10,000
409
$9K ﹤0.01%
750
410
– –
-10,000
411
– –
-1,101
412
– –
-5,154
413
– –
-2,421
414
– –
-2,546
415
– –
-581
416
– –
-17,950
417
– –
-19,422
418
– –
-6,317
419
– –
-5,544
420
– –
-1,000
421
– –
-1,815
422
– –
-558
423
– –
-526
424
– –
-1,715
425
– –
-1,309
14 15 16
17
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