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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.92M
3
+$2.15M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.81M
5
AMT icon
American Tower
AMT
+$1.78M

Top Sells

1
+$9.91M
2
+$9.69M
3
+$9.29M
4
MSFT icon
Microsoft
MSFT
+$6.47M
5
WFC icon
Wells Fargo
WFC
+$6.19M

Sector Composition

1 Technology 18.26%
2 Healthcare 8.35%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.71%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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404
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405
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407
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408
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414
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-1,016
415
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-228,168
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