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
376
$322K 0.03%
2,931
+9
377
$320K 0.03%
+26,134
378
$319K 0.03%
+11,378
379
$318K 0.03%
12,610
+2,200
380
$317K 0.03%
2,997
-229
381
$315K 0.03%
11,710
382
$315K 0.03%
4,500
383
$314K 0.03%
13,041
-194
384
$313K 0.03%
+2,789
385
$312K 0.03%
1,238
+100
386
$311K 0.03%
11,900
387
$310K 0.03%
3,835
+300
388
$303K 0.03%
3,226
389
$303K 0.03%
+11,580
390
$302K 0.03%
3,973
+3
391
$302K 0.03%
11,763
-730
392
$301K 0.03%
3,005
-846
393
$301K 0.03%
4,088
394
$300K 0.03%
12,500
395
$298K 0.03%
8,406
-850
396
$297K 0.03%
4,284
+575
397
$296K 0.03%
6,984
-220
398
$295K 0.03%
10,068
+700
399
$294K 0.03%
12,200
400
$292K 0.03%
2,500
14 15
16
17 18