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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
251
$622K 0.02%
2,019
252
$612K 0.02%
2,122
+20
253
$606K 0.02%
5,428
+85
254
$598K 0.02%
7,409
255
$590K 0.02%
864
+47
256
$587K 0.02%
7,896
-516
257
$581K 0.02%
2,473
258
$580K 0.02%
9,718
+13
259
$549K 0.02%
23,592
260
$547K 0.02%
2,571
+115
261
$541K 0.02%
2,655
+610
262
$539K 0.02%
5,995
+189
263
$535K 0.02%
1,465
+453
264
$533K 0.02%
3,082
-76
265
$525K 0.02%
18,543
-761
266
$518K 0.02%
7,302
267
$509K 0.02%
3,905
268
$503K 0.02%
2,283
269
$502K 0.02%
6,186
-1,156
270
$496K 0.02%
10,118
+300
271
$478K 0.02%
1,110
272
$475K 0.02%
4,604
+256
273
$470K 0.02%
3,954
-69
274
$467K 0.02%
1,555
+66
275
$462K 0.01%
1,368
+790
9 10
11
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