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
351
$395K 0.04%
6,570
-650
352
$394K 0.04%
15,150
-300
353
$393K 0.04%
15,535
+300
354
$390K 0.04%
6,435
-950
355
$385K 0.04%
3,850
356
$383K 0.04%
12,930
+346
357
$379K 0.03%
15,250
-3,700
358
$378K 0.03%
7,299
-15,773
359
$378K 0.03%
+14,904
360
$373K 0.03%
15,062
-200
361
$371K 0.03%
15,100
362
$365K 0.03%
14,100
363
$363K 0.03%
13,991
+950
364
$358K 0.03%
9,900
-500
365
$356K 0.03%
3,279
366
$355K 0.03%
17,465
367
$354K 0.03%
6,022
-800
368
$354K 0.03%
10,385
-570
369
$353K 0.03%
6,831
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370
$344K 0.03%
+3,821
371
$343K 0.03%
6,280
+420
372
$340K 0.03%
4,022
+375
373
$338K 0.03%
5,512
374
$333K 0.03%
12,626
+800
375
$332K 0.03%
8,388
-876
13 14
15
16 17