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
401
$348K 0.02%
13,759
+3,309
402
$347K 0.02%
13,399
-972
403
$346K 0.02%
12,525
404
$345K 0.02%
13,600
-883
405
$334K 0.02%
12,500
406
$334K 0.02%
3,725
407
$331K 0.02%
+11,849
408
$324K 0.02%
11,670
-42
409
$323K 0.02%
9,240
410
$322K 0.02%
12,474
+140
411
$318K 0.02%
22,480
+540
412
$314K 0.02%
2,825
-200
413
$314K 0.02%
4,258
-300
414
$312K 0.02%
12,803
+144
415
$311K 0.02%
6,904
+9
416
$310K 0.02%
1,938
+65
417
$308K 0.02%
7,435
+130
418
$306K 0.02%
12,316
+107
419
$305K 0.02%
10,275
420
$305K 0.02%
12,200
421
$304K 0.02%
24,893
422
$301K 0.02%
2,135
423
$297K 0.02%
12,300
424
$297K 0.02%
10,990
-300
425
$295K 0.02%
7,584
15 16
17
18 19