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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
276
$455K 0.01%
7,566
277
$452K 0.01%
6,358
+373
278
$450K 0.01%
1,824
+87
279
$441K 0.01%
5,344
-2,540
280
$425K 0.01%
1,912
281
$423K 0.01%
4,773
+144
282
$421K 0.01%
457
283
$415K 0.01%
2,563
+328
284
$413K 0.01%
2,000
285
$406K 0.01%
1,405
+56
286
$405K 0.01%
2,421
+363
287
$403K 0.01%
2,303
-45
288
$401K 0.01%
7,675
+5
289
$393K 0.01%
8,245
+91
290
$392K 0.01%
2,799
-20
291
$387K 0.01%
8,565
292
$383K 0.01%
781
+235
293
$380K 0.01%
1,891
+14
294
$379K 0.01%
1,973
+97
295
$377K 0.01%
4,338
-500
296
$375K 0.01%
4,020
+55
297
$371K 0.01%
2,515
298
$370K 0.01%
7,337
-215
299
$367K 0.01%
3,742
+1,123
300
$361K 0.01%
4,520
10 11
12
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