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
201
$1.17M 0.04%
4,950
202
$1.14M 0.04%
6,281
-170
203
$1.12M 0.04%
3,567
+700
204
$1.12M 0.04%
3,595
+9
205
$1.12M 0.04%
38,270
+6,973
206
$1.09M 0.04%
11,181
-1,878
207
$1.08M 0.04%
10,062
208
$1.08M 0.04%
17,365
+1,450
209
$1.07M 0.04%
9,930
+876
210
$1.05M 0.04%
1,435
-70
211
$1.05M 0.04%
8,862
+941
212
$1.04M 0.03%
42,262
-744
213
$1M 0.03%
4,652
-5,132
214
$987K 0.03%
4,527
215
$967K 0.03%
20,883
-269
216
$936K 0.03%
13,571
-936
217
$926K 0.03%
4,505
218
$909K 0.03%
20,085
-4,975
219
$906K 0.03%
9,636
220
$897K 0.03%
1,651
-1,676
221
$872K 0.03%
4,787
+318
222
$858K 0.03%
47,300
223
$853K 0.03%
4,200
+380
224
$839K 0.03%
11,074
+323
225
$829K 0.03%
24,905
+890
7 8
9
10 11