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
$1.09B
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.45M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1
+$3.79M
2
+$2.04M
3
+$1.61M
4
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.3M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$1.15M

Sector Composition

1 Healthcare 10.93%
2 Consumer Staples 9.18%
3 Energy 8.12%
4 Technology 7.41%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$754K 0.07%
+30,400
252
$747K 0.07%
8,150
-935
253
$734K 0.07%
29,635
-7,000
254
$732K 0.07%
11,388
-175
255
$726K 0.07%
16,538
-100
256
$725K 0.07%
10,093
-123
257
$717K 0.07%
14,457
258
$709K 0.06%
28,155
259
$705K 0.06%
18,202
-500
260
$703K 0.06%
27,171
-6,066
261
$702K 0.06%
7,160
-175
262
$698K 0.06%
26,024
+288
263
$688K 0.06%
13,015
+210
264
$685K 0.06%
11,495
+3
265
$680K 0.06%
18,425
266
$678K 0.06%
49,060
267
$670K 0.06%
1,063
-130
268
$667K 0.06%
+27,277
269
$659K 0.06%
22,750
-1,000
270
$655K 0.06%
33,545
-1,600
271
$654K 0.06%
14,052
+105
272
$649K 0.06%
25,150
-38,084
273
$646K 0.06%
25,550
+150
274
$638K 0.06%
12,489
+340
275
$628K 0.06%
16,109
+4,327
9 10
11
12 13