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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.41M
3
+$4.33M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.96M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.1M

Top Sells

1
+$5.54M
2
+$4.74M
3
+$4.2M
4
ABB
ABB Ltd
ABB
+$2.72M
5
PG icon
Procter & Gamble
PG
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$271K 0.02%
+10,430
427
$269K 0.02%
5,696
428
$267K 0.02%
+2,892
429
$265K 0.02%
11,234
-1,220
430
$263K 0.02%
4,067
-1,709
431
$263K 0.02%
10,443
+1,136
432
$258K 0.02%
3,360
433
$256K 0.02%
3,662
+404
434
$255K 0.02%
2,100
435
$254K 0.02%
1,450
436
$254K 0.02%
10,454
-174
437
$250K 0.02%
2,609
-80
438
$248K 0.02%
5,461
439
$246K 0.01%
9,695
-103
440
$245K 0.01%
6,946
-191
441
$244K 0.01%
1,227
-1,073
442
$243K 0.01%
4,716
+1
443
$241K 0.01%
12,990
-1,413
444
$241K 0.01%
5,497
-1,083
445
$241K 0.01%
9,151
-489
446
$238K 0.01%
9,264
-476
447
$238K 0.01%
4,870
448
$236K 0.01%
8,637
-83
449
$235K 0.01%
+7,456
450
$235K 0.01%
672
16 17
18
19 20