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
$1.09B
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.45M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1
+$3.79M
2
+$2.04M
3
+$1.61M
4
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.3M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$1.15M

Sector Composition

1 Healthcare 10.93%
2 Consumer Staples 9.18%
3 Energy 8.12%
4 Technology 7.41%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$213K 0.02%
8,450
-300
452
$210K 0.02%
3,894
+198
453
$210K 0.02%
640
454
$210K 0.02%
+6,375
455
$210K 0.02%
3,231
+21
456
$209K 0.02%
4,964
457
$209K 0.02%
4,248
458
$208K 0.02%
5,339
-290
459
$207K 0.02%
8,169
-530
460
$205K 0.02%
+3,004
461
$204K 0.02%
2,134
462
$204K 0.02%
+4,298
463
$203K 0.02%
+2,878
464
$203K 0.02%
8,758
+8
465
$168K 0.02%
10,000
466
$135K 0.01%
5,059
467
$112K 0.01%
+3,000
468
$106K 0.01%
+22,129
469
$100K 0.01%
1,025
-100
470
$40K ﹤0.01%
10,000
471
$38K ﹤0.01%
54,086
472
$16K ﹤0.01%
10,000
473
$12K ﹤0.01%
1,250
474
– –
-15,000
475
– –
-36,261
16 17 18
19
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