We are live on ! Find out more
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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1 +$4.65M
2 +$4.24M
3 +$4.21M
4
VZ icon
Verizon
VZ
+$3.91M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.89M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-267,836
427
-30,000
428
-22,040
429
-10,260
430
-138,376
431
-43,450
432
-133,293
433
-75,011
434
-59,787
435
-93,874
436
-23,425
437
-177,234
438
-10,000
439
-18,750
440
-25,552
441
-21,758
442
-24,200
443
-46,321
444
-73,815
445
-97,445
446
-25,663
447
-73,775
448
-28,000
449
-23,351
450
-17,199