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
451
$241K 0.01%
4,608
452
$240K 0.01%
+25,600
453
$239K 0.01%
4,220
454
$237K 0.01%
19,806
-3,354
455
$235K 0.01%
1,610
456
$233K 0.01%
4,945
-906
457
$232K 0.01%
3,665
-275
458
$232K 0.01%
9,078
-586
459
$231K 0.01%
1,338
-325
460
$230K 0.01%
9,138
-767
461
$229K 0.01%
2,504
-565
462
$226K 0.01%
+8,650
463
$224K 0.01%
+8,330
464
$223K 0.01%
1,882
465
$222K 0.01%
8,780
-246
466
$222K 0.01%
16,919
467
$222K 0.01%
10,000
468
$220K 0.01%
6,618
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469
$220K 0.01%
8,670
470
$219K 0.01%
10,000
471
$218K 0.01%
1,352
-200
472
$218K 0.01%
+8,498
473
$217K 0.01%
8,666
474
$216K 0.01%
2,000
475
$215K 0.01%
+2,506
17 18
19
20 21