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
476
$229K 0.01%
9,026
+53
477
$229K 0.01%
8,294
+14
478
$228K 0.01%
4,220
+106
479
$227K 0.01%
8,900
-200
480
$224K 0.01%
12,330
-900
481
$222K 0.01%
+7,143
482
$221K 0.01%
3,500
483
$220K 0.01%
2,415
484
$220K 0.01%
1,360
-28
485
$219K 0.01%
1,882
486
$219K 0.01%
8,666
487
$218K 0.01%
16,919
488
$218K 0.01%
8,503
489
$217K 0.01%
8,670
-600
490
$215K 0.01%
6,612
+3
491
$214K 0.01%
+1,610
492
$214K 0.01%
+1,450
493
$212K 0.01%
+7,039
494
$210K 0.01%
+3,185
495
$210K 0.01%
2,000
496
$210K 0.01%
1,515
-200
497
$207K 0.01%
7,956
-494
498
$204K 0.01%
+7,800
499
$202K 0.01%
7,951
+9
500
$201K 0.01%
8,013
-500
18 19
20
21 22