KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$3.1M
3
+$2.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M
5
HD icon
Home Depot
HD
+$2.42M

Top Sells

1
+$4.5M
2
+$3.16M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
MHNB.CL
Maiden Holdings North America
MHNB.CL
+$2.04M

Sector Composition

1 Healthcare 9.55%
2 Consumer Staples 8.92%
3 Communication Services 8.07%
4 Technology 7.79%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.08%
8,539
-2,199
227
$1.21M 0.08%
4,460
-25
228
$1.2M 0.08%
22,405
+16,205
229
$1.15M 0.07%
5,371
230
$1.14M 0.07%
38,975
-2,490
231
$1.11M 0.07%
+20,435
232
$1.08M 0.07%
6,547
+4,280
233
$1.07M 0.07%
7,580
-125
234
$1.07M 0.07%
14,621
+2,572
235
$1.06M 0.07%
29,746
-728
236
$1.03M 0.06%
26,642
+1,710
237
$1.03M 0.06%
32,853
+6,156
238
$1.01M 0.06%
39,466
+371
239
$1M 0.06%
13,495
240
$977K 0.06%
36,746
+2,678
241
$973K 0.06%
16,398
+100
242
$964K 0.06%
37,239
-99
243
$963K 0.06%
38,180
+10,250
244
$944K 0.06%
35,550
245
$934K 0.06%
26,323
246
$927K 0.06%
6,106
-663
247
$926K 0.06%
35,645
248
$921K 0.06%
4,236
249
$919K 0.06%
26,000
250
$899K 0.06%
26,963
-13,243
8 9
10
11 12