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
76
$5.51M 0.35%
122,965
+1,685
77
$5.51M 0.35%
99,410
-688
78
$5.36M 0.34%
207,901
+20,614
79
$5.34M 0.33%
86,934
-2,210
80
$5.24M 0.33%
18,861
-98
81
$5.23M 0.33%
215,740
+23,350
82
$5.21M 0.33%
107,700
+44,880
83
$5.2M 0.33%
175,282
-6,824
84
$5.16M 0.32%
68,931
+8,919
85
$5.08M 0.32%
194,918
+42,553
86
$5.03M 0.32%
96,946
+16,843
87
$4.89M 0.31%
88,426
-245
88
$4.79M 0.3%
178,443
-1,750
89
$4.76M 0.3%
79,550
-3,290
90
$4.59M 0.29%
104,471
-7,133
91
$4.59M 0.29%
183,864
-1,533
92
$4.57M 0.29%
290,000
+11,050
93
$4.55M 0.28%
90,251
-9,745
94
$4.43M 0.28%
53,800
-2,477
95
$4.41M 0.28%
88,015
-275
96
$4.41M 0.28%
35,657
-805
97
$4.37M 0.27%
17,941
+10,298
98
$4.32M 0.27%
31,399
-351
99
$4.28M 0.27%
167,119
-3,085
100
$4.24M 0.27%
3,360
+99
2 3
4
5 6