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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
351
$238K 0.01%
+246
352
$238K 0.01%
1,271
-210
353
$237K 0.01%
+1,628
354
$236K 0.01%
3,105
-165
355
$234K 0.01%
1,589
356
$231K 0.01%
+1,241
357
$229K 0.01%
2,720
358
$229K 0.01%
+358
359
$228K 0.01%
2,847
-765
360
$227K 0.01%
636
+34
361
$226K 0.01%
1,626
362
$226K 0.01%
835
+64
363
$225K 0.01%
2,210
364
$224K 0.01%
9,240
365
$224K 0.01%
18,687
+4
366
$221K 0.01%
7,602
-1,000
367
$216K 0.01%
6,109
-240
368
$214K 0.01%
3,650
369
$214K 0.01%
3,038
-6,282
370
$214K 0.01%
9,033
+151
371
$209K 0.01%
+1,800
372
$208K 0.01%
+3,104
373
$206K 0.01%
+1,555
374
$205K 0.01%
+5,957
375
$205K 0.01%
+1,957
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