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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
$2.73B
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.46M
3
+$3.23M
4
CVX icon
Chevron
CVX
+$3.08M
5
BAC icon
Bank of America
BAC
+$2.74M

Top Sells

1
+$8.97M
2
+$5.06M
3
+$4.52M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$3.76M
5
PFE icon
Pfizer
PFE
+$2.02M

Sector Composition

1 Technology 17.18%
2 Healthcare 8.61%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.76%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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-2,887
428
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-1,715
429
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-1,309
430
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-1,383
431
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-3,005
432
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-208,035
433
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-4,900
434
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-16,810
435
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-1,335
436
– –
-16,221
437
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-3,317
438
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-6,317
439
– –
-5,544
440
– –
-1,916
14 15 16 17
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