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
$1.51B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$6.15M
3
+$3.43M
4
LIN icon
Linde
LIN
+$2.42M
5
AMZN icon
Amazon
AMZN
+$2.03M

Top Sells

1
+$17.4M
2
+$9.17M
3
+$8.46M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.55M

Sector Composition

1 Technology 10.09%
2 Healthcare 8.97%
3 Consumer Staples 6.71%
4 Industrials 6.63%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.18M 0.08%
28,361
+1,600
202
$1.18M 0.08%
35,437
-2,289
203
$1.15M 0.08%
61,375
-1,300
204
$1.15M 0.08%
46,321
+3,100
205
$1.14M 0.08%
56,223
-575
206
$1.12M 0.07%
+44,875
207
$1.11M 0.07%
45,874
+561
208
$1.11M 0.07%
43,836
-536
209
$1.09M 0.07%
11,173
+2,870
210
$1.09M 0.07%
43,450
-1,200
211
$1.08M 0.07%
18,313
-1,705
212
$1.07M 0.07%
15,899
213
$1.03M 0.07%
47,127
+1,059
214
$1.03M 0.07%
8,475
-200
215
$1.02M 0.07%
42,650
-1,688
216
$1.01M 0.07%
16,191
-924
217
$1.01M 0.07%
40,947
+16,850
218
$996K 0.07%
17,188
-200
219
$994K 0.07%
11,820
+4,000
220
$981K 0.06%
23,794
+6
221
$976K 0.06%
7,449
-327
222
$973K 0.06%
24,300
-655
223
$967K 0.06%
43,575
+1,500
224
$961K 0.06%
44,850
-2,600
225
$948K 0.06%
8,556
+5,370
7 8
9
10 11