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
451
$232K 0.01%
5,226
-10,308
452
$230K 0.01%
3,140
-150
453
$230K 0.01%
6,326
-4,211
454
$230K 0.01%
7,402
-40,534
455
$230K 0.01%
9,399
+1,007
456
$229K 0.01%
4,018
457
$224K 0.01%
8,822
+790
458
$222K 0.01%
+8,700
459
$219K 0.01%
2,000
460
$218K 0.01%
10,000
461
$218K 0.01%
10,882
-156
462
$217K 0.01%
3,500
463
$217K 0.01%
+3,761
464
$216K 0.01%
10,425
-1,141
465
$214K 0.01%
8,492
+56
466
$213K 0.01%
+8,200
467
$212K 0.01%
8,800
468
$212K 0.01%
2,415
469
$211K 0.01%
4,323
-948
470
$211K 0.01%
8,338
+27
471
$208K 0.01%
+13,056
472
$208K 0.01%
4,530
+316
473
$208K 0.01%
+1,610
474
$207K 0.01%
+3,983
475
$206K 0.01%
2,380
17 18
19
20 21