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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
$1.64B
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
– –
-5,578
502
– –
-19,000
503
– –
-1,940
504
– –
-7,368
505
– –
-1,515
506
– –
-5,071
507
– –
-1,450
508
– –
-16,064
509
– –
-54,149
510
– –
-9,300
511
– –
-24,893
512
– –
-8,503
513
– –
-7,951
514
– –
-14,118
515
– –
-39,466
516
– –
-102,055
517
– –
-8,013
518
$0 ﹤0.01%
30,600
519
– –
-23,959
520
– –
-11,849
521
– –
-16,706
522
– –
-13,600
523
– –
-22,750
524
– –
-183,864
525
– –
-278,342
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