We are live on ! Find out more
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
326
$294K 0.01%
4,022
+135
327
$293K 0.01%
3,835
-24
328
$290K 0.01%
1,626
+171
329
$289K 0.01%
4,707
330
$287K 0.01%
3,020
331
$286K 0.01%
2,819
-32
332
$285K 0.01%
1,525
+60
333
$280K 0.01%
+1,188
334
$277K 0.01%
+455
335
$267K 0.01%
3,708
336
$267K 0.01%
1,290
+62
337
$263K 0.01%
4,210
+90
338
$261K 0.01%
4,050
+102
339
$260K 0.01%
3,537
-459
340
$260K 0.01%
2,873
-20
341
$257K 0.01%
+3,958
342
$257K 0.01%
3,111
343
$256K 0.01%
1,532
-38
344
$254K 0.01%
518
+15
345
$253K 0.01%
3,865
346
$249K 0.01%
7,018
+394
347
$249K 0.01%
+261
348
$249K 0.01%
3,935
349
$245K 0.01%
5,187
350
$245K 0.01%
3,045
12 13
14
15 16