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
151
$2.53M 0.16%
94,260
-2,000
152
$2.5M 0.16%
105,821
-16,484
153
$2.44M 0.15%
26,734
-3,280
154
$2.42M 0.15%
23,413
155
$2.4M 0.15%
49,126
-1,728
156
$2.37M 0.15%
+92,000
157
$2.36M 0.15%
91,181
-15,600
158
$2.27M 0.14%
17,117
-151
159
$2.25M 0.14%
41,005
+12,713
160
$2.21M 0.14%
86,005
+37,714
161
$2.21M 0.14%
87,086
+3,350
162
$2.2M 0.14%
16,255
+1
163
$2.19M 0.14%
82,582
+780
164
$2.17M 0.14%
79,288
165
$2.16M 0.14%
33,921
-4,458
166
$2.15M 0.13%
62,066
+4,400
167
$2.15M 0.13%
49,669
-2,865
168
$2.13M 0.13%
65,544
-600
169
$2.11M 0.13%
82,775
-4,050
170
$2.05M 0.13%
213,240
-1,188
171
$2.02M 0.13%
18,563
-1,427
172
$2.02M 0.13%
44,780
-7,823
173
$2M 0.13%
71,090
-958
174
$1.98M 0.12%
33,281
+431
175
$1.98M 0.12%
77,147
-63
5 6
7
8 9