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
$1.55B
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
451
-97,445
452
-25,663
453
-73,775
454
-28,000
455
-23,351
456
-17,199
457
-23,492
458
-17,745
459
-28,829
460
-59,864
461
-43,836
462
-11,668
463
-17,025
464
-10,198
465
-91,020
466
-384
467
-20,511
468
-21,422
469
-25,550
470
-70,700
471
-61,012