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
376
$397K 0.02%
15,450
-400
377
$396K 0.02%
16,772
-2,314
378
$394K 0.02%
15,400
379
$391K 0.02%
14,700
-600
380
$390K 0.02%
15,550
+1,200
381
$389K 0.02%
7,368
-3,010
382
$387K 0.02%
15,232
+5,462
383
$386K 0.02%
+5,578
384
$381K 0.02%
5,416
+2
385
$377K 0.02%
14,800
386
$374K 0.02%
49,950
+2,000
387
$374K 0.02%
11,632
-4,513
388
$370K 0.02%
6,094
-94
389
$370K 0.02%
16,064
+292
390
$369K 0.02%
5,935
-2,588
391
$367K 0.02%
12,300
+500
392
$366K 0.02%
12,929
+101
393
$366K 0.02%
6,193
394
$364K 0.02%
8,263
-604
395
$364K 0.02%
5,799
+1,317
396
$361K 0.02%
11,605
+1,560
397
$360K 0.02%
14,118
+9
398
$356K 0.02%
13,268
+3,159
399
$349K 0.02%
15,008
+1,400
400
$348K 0.02%
6,644
-150
14 15
16
17 18