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
151
$2.25M 0.08%
15,416
+229
152
$2.22M 0.07%
4,534
+16
153
$2.19M 0.07%
21,327
+17
154
$2.19M 0.07%
8,844
-289
155
$2.1M 0.07%
20,009
-653
156
$2.08M 0.07%
5,351
-142
157
$2.05M 0.07%
19,657
-342
158
$2.03M 0.07%
8,560
-905
159
$2.01M 0.07%
6,602
+1
160
$1.98M 0.07%
14,961
-732
161
$1.92M 0.06%
6,284
+3,709
162
$1.91M 0.06%
15,066
-4,430
163
$1.87M 0.06%
2,679
+16
164
$1.8M 0.06%
+5,117
165
$1.79M 0.06%
13,446
-101
166
$1.79M 0.06%
6,552
-600
167
$1.78M 0.06%
63,459
168
$1.77M 0.06%
3,819
-42
169
$1.75M 0.06%
24,451
+262
170
$1.73M 0.06%
4,082
-493
171
$1.73M 0.06%
8,233
-17
172
$1.71M 0.06%
24,906
-421
173
$1.71M 0.06%
9,334
174
$1.69M 0.06%
3,016
-885
175
$1.66M 0.06%
26,417
-212
5 6
7
8 9