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
426
$223K 0.01%
1,400
427
$220K 0.01%
3,500
428
$219K 0.01%
+9,124
429
$217K 0.01%
8,931
-676
430
$214K 0.01%
13,932
+2,162
431
$213K 0.01%
1,855
432
$211K 0.01%
13,129
+700
433
$209K 0.01%
+10,149
434
$209K 0.01%
8,450
435
$207K 0.01%
4,405
-314
436
$205K 0.01%
+8,708
437
$205K 0.01%
1,360
-1,023
438
$204K 0.01%
8,257
-1,039
439
$204K 0.01%
4,664
-260
440
$203K 0.01%
14,940
-9,900
441
$202K 0.01%
2,000
442
$201K 0.01%
10,000
443
$201K 0.01%
3,129
-170
444
$200K 0.01%
1,276
445
$198K 0.01%
+10,064
446
$195K 0.01%
15,384
-6,532
447
$95K 0.01%
12,405
+1,500
448
$60K ﹤0.01%
+53,000
449
$50K ﹤0.01%
10,759
-3,534
450
– –
-14,100
16 17
18
19 20