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
451
$254K 0.02%
3,069
-585
452
$253K 0.02%
2,275
-355
453
$253K 0.02%
+10,000
454
$252K 0.02%
1,503
-55
455
$252K 0.02%
9,798
456
$251K 0.02%
15,808
457
$251K 0.02%
1,552
-476
458
$251K 0.02%
5,461
459
$250K 0.02%
9,405
460
$249K 0.02%
15,204
-236
461
$249K 0.02%
9,905
-393
462
$249K 0.02%
9,874
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463
$248K 0.02%
4,101
-40
464
$248K 0.02%
9,784
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465
$246K 0.02%
9,640
466
$244K 0.02%
9,664
+13
467
$243K 0.02%
3,940
468
$241K 0.02%
4,714
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469
$241K 0.02%
9,300
-29,047
470
$238K 0.01%
2,640
471
$238K 0.01%
5,967
-238
472
$235K 0.01%
4,608
473
$234K 0.01%
+1,663
474
$234K 0.01%
+8,850
475
$231K 0.01%
2,848
-113
17 18
19
20 21