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
$1.43B
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.25M
3
+$1.72M
4
SRE icon
Sempra
SRE
+$1.3M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.23M

Top Sells

1
+$6.06M
2
+$2.23M
3
+$959K
4
MHNA.CL
MAIDEN HLDGS NORTH AMER LTD 8.25% NOTES DUE 2041 (DE)
MHNA.CL
+$896K
5
PSA.PRQ
PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS
PSA.PRQ
+$834K

Sector Composition

1 Healthcare 10.97%
2 Consumer Staples 10.31%
3 Communication Services 8.19%
4 Industrials 7.3%
5 Technology 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$345K 0.02%
+5,714
402
$341K 0.02%
12,500
-500
403
$340K 0.02%
9,892
+716
404
$337K 0.02%
13,177
+1,510
405
$325K 0.02%
4,388
-652
406
$323K 0.02%
38,390
-6,440
407
$319K 0.02%
11,550
-200
408
$316K 0.02%
8,302
+262
409
$310K 0.02%
19,095
-1,874
410
$308K 0.02%
11,679
-924
411
$304K 0.02%
3,008
-68
412
$303K 0.02%
7,726
+516
413
$301K 0.02%
2,135
414
$299K 0.02%
11,415
+6
415
$296K 0.02%
10,197
+1,200
416
$296K 0.02%
11,448
+227
417
$292K 0.02%
11,920
+696
418
$291K 0.02%
11,400
+700
419
$291K 0.02%
11,133
-495
420
$290K 0.02%
7,644
+245
421
$288K 0.02%
3,000
422
$287K 0.02%
45,375
+2,500
423
$284K 0.02%
8,891
+135
424
$277K 0.02%
3,406
425
$277K 0.02%
11,915
-713
15 16
17
18 19