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
426
$295K 0.02%
1,688
-23
427
$293K 0.02%
8,783
428
$292K 0.02%
5,424
-15,170
429
$289K 0.02%
683
+20
430
$281K 0.02%
10,857
+170
431
$280K 0.02%
5,851
-397
432
$279K 0.02%
2,950
-861
433
$276K 0.02%
7,080
434
$275K 0.02%
3,974
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435
$274K 0.02%
4,061
+903
436
$273K 0.02%
11,700
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437
$271K 0.02%
5,060
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438
$270K 0.02%
5,026
439
$269K 0.02%
10,609
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440
$268K 0.02%
2,531
441
$267K 0.02%
3,290
442
$266K 0.02%
7,605
443
$266K 0.02%
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444
$265K 0.02%
9,900
-400
445
$262K 0.02%
+10,000
446
$261K 0.02%
3,400
447
$260K 0.02%
+10,000
448
$259K 0.02%
2,889
-485
449
$259K 0.02%
23,160
-1,000
450
$256K 0.02%
+1,716
16 17
18
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