KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
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
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.04M

Top Sells

1
+$9.14M
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
476
$215K 0.01%
+2,506
477
$215K 0.01%
3,034
-940
478
$214K 0.01%
8,452
-8,707
479
$211K 0.01%
3,766
-2,169
480
$211K 0.01%
3,892
-1,907
481
$210K 0.01%
3,185
482
$210K 0.01%
+3,360
483
$209K 0.01%
2,415
484
$208K 0.01%
8,178
-20,048
485
$205K 0.01%
7,961
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486
$203K 0.01%
7,700
-100
487
$202K 0.01%
2,380
488
$201K 0.01%
+4,560
489
$200K 0.01%
+7,894
490
$45K ﹤0.01%
54,086
491
$27K ﹤0.01%
10,000
492
– –
-2,889
493
– –
-10,000
494
– –
-2,640
495
– –
-1,716
496
– –
-10,520
497
– –
-7,143
498
– –
-7,039
499
– –
-3,400
500
– –
-3,147
18 19
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