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
176
$1.97M 0.12%
10,632
-84
177
$1.95M 0.12%
75,595
-362
178
$1.94M 0.12%
70,722
-8,923
179
$1.93M 0.12%
70,902
-1,450
180
$1.92M 0.12%
74,859
-1,900
181
$1.92M 0.12%
35,403
-450
182
$1.9M 0.12%
194,844
+42
183
$1.89M 0.12%
74,789
-974
184
$1.87M 0.12%
58,066
+36,630
185
$1.86M 0.12%
17,417
-325
186
$1.82M 0.11%
71,537
-800
187
$1.77M 0.11%
70,397
-873
188
$1.75M 0.11%
64,999
-592
189
$1.73M 0.11%
20,024
-940
190
$1.73M 0.11%
64,198
-733
191
$1.72M 0.11%
39,900
-600
192
$1.7M 0.11%
65,056
+1,166
193
$1.68M 0.11%
15,970
-1,300
194
$1.62M 0.1%
46,535
-750
195
$1.55M 0.1%
13,128
-1,225
196
$1.54M 0.1%
61,641
-3,780
197
$1.53M 0.1%
55,860
-587
198
$1.51M 0.09%
19,456
+3,395
199
$1.51M 0.09%
53,534
+18
200
$1.5M 0.09%
59,559
-54
6 7
8
9 10