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
351
$460K 0.03%
8,655
+150
352
$460K 0.03%
17,252
+9,511
353
$456K 0.03%
5,926
-840
354
$453K 0.03%
6,100
355
$450K 0.03%
7,774
+1,038
356
$449K 0.03%
5,394
-2,551
357
$448K 0.03%
+124,000
358
$443K 0.03%
17,159
+144
359
$439K 0.03%
17,175
360
$438K 0.03%
+5,071
361
$435K 0.03%
2,601
362
$428K 0.03%
12,009
-2,771
363
$426K 0.03%
16,370
364
$421K 0.03%
16,706
-244
365
$415K 0.03%
15,855
+662
366
$414K 0.03%
16,264
367
$412K 0.03%
14,247
+4,550
368
$408K 0.03%
6,101
-200
369
$408K 0.03%
9,408
-23,607
370
$405K 0.03%
1,940
-100
371
$403K 0.03%
15,851
-1,700
372
$402K 0.03%
17,304
+800
373
$401K 0.03%
19,000
374
$399K 0.03%
10,094
-3,609
375
$399K 0.03%
15,407
+928
13 14
15
16 17