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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
$1.19B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.12M
3
+$3.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.16M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.08M

Top Sells

1
+$2.9M
2
+$1.34M
3
+$940K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$940K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$876K

Sector Composition

1 Healthcare 10.98%
2 Consumer Staples 9.54%
3 Technology 7.43%
4 Energy 6.98%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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-4,964
504
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-4,500
505
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506
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-8,169
507
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-14,904
508
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-10,003
509
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510
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511
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513
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514
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-8,270
515
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516
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517
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518
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519
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521
$0 ﹤0.01%
30,600
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