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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$7.21M
3
+$5.39M
4
AMZN icon
Amazon
AMZN
+$3.32M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$1.99M

Top Sells

1
+$9.36M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$273K 0.02%
3,290
427
$272K 0.02%
10,619
+10
428
$269K 0.02%
7,080
429
$267K 0.02%
4,048
-53
430
$266K 0.02%
5,967
431
$265K 0.02%
3,500
432
$265K 0.02%
15,808
433
$265K 0.02%
9,900
434
$263K 0.02%
+10,500
435
$263K 0.02%
2,275
436
$260K 0.02%
14,403
+2,073
437
$259K 0.02%
10,200
+1,300
438
$258K 0.02%
5,461
439
$257K 0.02%
2,745
-80
440
$252K 0.02%
9,798
441
$250K 0.02%
4,714
442
$250K 0.02%
3,026
+76
443
$250K 0.02%
8,707
+413
444
$249K 0.02%
9,886
+12
445
$248K 0.02%
9,869
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446
$246K 0.02%
15,001
-203
447
$245K 0.02%
9,212
-193
448
$244K 0.01%
5,901
-4,193
449
$242K 0.01%
1,360
450
$241K 0.01%
2,782
-66
16 17
18
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