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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
301
$358K 0.01%
3,284
+132
302
$349K 0.01%
1,127
+44
303
$348K 0.01%
706
+29
304
$348K 0.01%
2,744
+64
305
$348K 0.01%
+1,885
306
$343K 0.01%
+229
307
$342K 0.01%
6,788
+25
308
$342K 0.01%
6,929
+14
309
$340K 0.01%
3,550
310
$337K 0.01%
2,726
+200
311
$333K 0.01%
1,245
312
$332K 0.01%
10,661
313
$331K 0.01%
7,715
314
$329K 0.01%
2,000
315
$328K 0.01%
5,495
-554
316
$326K 0.01%
1,354
-21
317
$326K 0.01%
8,850
318
$321K 0.01%
4,491
-157
319
$318K 0.01%
3,161
-6
320
$312K 0.01%
9,712
321
$311K 0.01%
2,135
322
$310K 0.01%
5,702
+1,362
323
$304K 0.01%
3,957
-574
324
$299K 0.01%
2,011
-58
325
$296K 0.01%
4,130
-15
11 12
13
14 15