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
276
$778K 0.05%
30,196
-45,107
277
$772K 0.05%
7,350
-25
278
$763K 0.05%
29,396
+7,074
279
$736K 0.05%
9,541
-2,501
280
$734K 0.05%
10,132
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281
$733K 0.05%
8,690
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282
$732K 0.05%
11,028
-497
283
$730K 0.05%
23,734
+52
284
$728K 0.05%
26,750
+200
285
$724K 0.05%
28,226
-300
286
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25,705
287
$709K 0.04%
5,036
288
$699K 0.04%
13,308
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289
$697K 0.04%
7,524
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290
$696K 0.04%
27,537
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291
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292
$694K 0.04%
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293
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2,187
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294
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2,801
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295
$677K 0.04%
8,833
296
$671K 0.04%
12,824
-86,043
297
$665K 0.04%
9,389
-4,400
298
$663K 0.04%
+26,150
299
$662K 0.04%
2,985
+500
300
$657K 0.04%
11,204
-666
10 11
12
13 14