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
$2.98B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$5.59M
3
+$4.84M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.16M

Top Sells

1
+$12.3M
2
+$3.65M
3
+$3.17M
4
UNP icon
Union Pacific
UNP
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.87M

Sector Composition

1 Technology 18.35%
2 Consumer Staples 8.02%
3 Financials 7.67%
4 Industrials 7.31%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.52M 0.15%
18,974
+953
102
$4.48M 0.15%
56,553
-1,108
103
$4.27M 0.14%
1,150
-15
104
$4.2M 0.14%
32,933
-2,843
105
$4.16M 0.14%
33,525
-1,577
106
$4.09M 0.14%
38,711
+748
107
$4.06M 0.14%
173,293
-6,291
108
$3.83M 0.13%
18,697
+100
109
$3.82M 0.13%
13,655
+217
110
$3.7M 0.12%
13,570
+39
111
$3.67M 0.12%
51,839
+964
112
$3.57M 0.12%
11,178
-42
113
$3.52M 0.12%
32,687
+449
114
$3.5M 0.12%
47,655
115
$3.43M 0.12%
14,715
-270
116
$3.34M 0.11%
8,627
-80
117
$3.34M 0.11%
11,964
-6,683
118
$3.24M 0.11%
62,275
-2,081
119
$3.23M 0.11%
40,360
-871
120
$3.21M 0.11%
38,941
+100
121
$3.21M 0.11%
5,663
122
$3.18M 0.11%
30,929
-1,770
123
$3.12M 0.1%
54,672
+31,223
124
$3.07M 0.1%
33,476
+750
125
$3.06M 0.1%
13,289
-13,308
3 4
5
6 7