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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.91M
3
+$2.28M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.67M

Top Sells

1
+$35.4M
2
+$19.2M
3
+$18.1M
4
VHT icon
Vanguard Health Care ETF
VHT
+$12.5M
5
DE icon
Deere & Co
DE
+$3.28M

Sector Composition

1 Technology 19.73%
2 Financials 7.97%
3 Consumer Staples 7.42%
4 Industrials 7.06%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$830K 0.03%
3,783
-925
227
$818K 0.03%
1,829
+178
228
$807K 0.03%
47,000
-300
229
$796K 0.03%
8,419
+363
230
$796K 0.03%
24,296
+6,328
231
$784K 0.03%
1,856
-147
232
$781K 0.03%
4,817
+30
233
$771K 0.02%
24,648
+107
234
$738K 0.02%
6,556
+169
235
$729K 0.02%
23,207
+791
236
$721K 0.02%
5,099
+372
237
$717K 0.02%
10,848
-2,467
238
$710K 0.02%
3,863
+91
239
$709K 0.02%
14,665
-5,420
240
$677K 0.02%
5,272
-49
241
$676K 0.02%
1,829
-96
242
$673K 0.02%
20,065
-2,281
243
$671K 0.02%
4,200
244
$668K 0.02%
5,722
+146
245
$664K 0.02%
2,989
246
$657K 0.02%
5,052
+152
247
$639K 0.02%
7,129
-794
248
$634K 0.02%
20,051
-4,299
249
$631K 0.02%
4,636
+74
250
$630K 0.02%
4,272
-1,500
8 9
10
11 12