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
301
$653K 0.04%
7,817
-1,219
302
$652K 0.04%
25,550
-2,200
303
$650K 0.04%
26,993
-996
304
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748
305
$649K 0.04%
25,092
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306
$639K 0.04%
11,399
-247
307
$631K 0.04%
14,125
+1,474
308
$630K 0.04%
9,722
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309
$629K 0.04%
6,903
-130
310
$628K 0.04%
2,440
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311
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22,030
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312
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9,439
-2,246
313
$592K 0.04%
4,652
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314
$588K 0.04%
17,561
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315
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+8,713
316
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21,300
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317
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22,750
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318
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319
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3,147
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320
$568K 0.04%
22,296
-1,053
321
$562K 0.04%
4,686
+178
322
$558K 0.04%
13,624
-4,420
323
$557K 0.03%
12,565
-500
324
$554K 0.03%
1,127
-35
325
$543K 0.03%
3,824
11 12
13
14 15