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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$3.75M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.81M
5
CCI icon
Crown Castle
CCI
+$1.62M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.88M
4
IEV icon
iShares Europe ETF
IEV
+$2.5M
5
XOM icon
Exxon Mobil
XOM
+$2M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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510
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516
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