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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$7.21M
3
+$5.39M
4
AMZN icon
Amazon
AMZN
+$3.32M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$1.99M

Top Sells

1
+$9.36M
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
501
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502
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503
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504
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-5,578
505
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506
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507
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-7,368
508
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-1,515
509
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510
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-1,450
511
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-16,064
512
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-54,149
513
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-9,300
514
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-24,893
515
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-14,118
516
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-39,466
517
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-102,055
518
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-8,013
519
$0 ﹤0.01%
30,600
520
– –
-23,959
521
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-11,849
522
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-16,706
523
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-13,600
524
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-22,750
525
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-183,864
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