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
326
$541K 0.03%
22,884
-1,000
327
$537K 0.03%
+9,743
328
$532K 0.03%
16,876
+1,944
329
$532K 0.03%
13,357
-281
330
$532K 0.03%
20,111
331
$521K 0.03%
20,490
-706
332
$520K 0.03%
19,602
333
$513K 0.03%
20,052
+652
334
$512K 0.03%
3,636
-115
335
$511K 0.03%
7,360
-132
336
$511K 0.03%
5,780
+2
337
$504K 0.03%
7,648
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338
$503K 0.03%
484
339
$495K 0.03%
18,395
-989
340
$494K 0.03%
19,554
+1,566
341
$493K 0.03%
7,026
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342
$478K 0.03%
13,240
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343
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18,673
344
$474K 0.03%
17,543
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345
$471K 0.03%
3,870
-812
346
$463K 0.03%
7,760
-1,000
347
$463K 0.03%
8,391
+894
348
$463K 0.03%
+18,125
349
$462K 0.03%
7,625
+214
350
$462K 0.03%
9,596
+5,150
12 13
14
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