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
426
$275K 0.02%
+10,600
427
$275K 0.02%
11,239
+463
428
$273K 0.02%
9,689
-459
429
$271K 0.02%
6,436
430
$268K 0.02%
13,151
+17
431
$267K 0.02%
10,303
-200
432
$265K 0.02%
10,201
433
$264K 0.02%
1,788
434
$263K 0.02%
+220
435
$263K 0.02%
10,766
-262
436
$262K 0.02%
765
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437
$262K 0.02%
+1,930
438
$261K 0.02%
10,260
439
$261K 0.02%
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440
$261K 0.02%
7,080
441
$261K 0.02%
+9,900
442
$261K 0.02%
10,551
443
$258K 0.02%
10,084
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444
$257K 0.02%
9,752
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445
$256K 0.02%
+2,341
446
$256K 0.02%
8,577
-339
447
$256K 0.02%
9,168
448
$256K 0.02%
5,178
-116
449
$253K 0.02%
3,640
-123
450
$253K 0.02%
5,172
-107
16 17
18
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