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
251
$885K 0.06%
13,576
+589
252
$885K 0.06%
33,884
+1,119
253
$882K 0.06%
+35,400
254
$862K 0.05%
31,137
-1,392
255
$861K 0.05%
20,035
256
$861K 0.05%
32,663
-297
257
$852K 0.05%
33,250
258
$846K 0.05%
33,325
+6,825
259
$844K 0.05%
6,250
260
$836K 0.05%
20,192
+373
261
$831K 0.05%
6,402
-70
262
$827K 0.05%
48,330
263
$826K 0.05%
12,324
264
$812K 0.05%
6,939
+594
265
$809K 0.05%
29,868
-3,860
266
$802K 0.05%
7,665
-120
267
$802K 0.05%
8,650
+855
268
$797K 0.05%
6,696
-1,569
269
$794K 0.05%
28,111
-1,000
270
$794K 0.05%
31,002
-600
271
$793K 0.05%
23,256
+1,797
272
$791K 0.05%
15,716
+855
273
$782K 0.05%
9,672
-786
274
$781K 0.05%
28,759
-691
275
$780K 0.05%
29,450
+1,000
9 10
11
12 13