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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
376
$204K 0.01%
+653
377
$204K 0.01%
+2,776
378
$203K 0.01%
+8,000
379
$200K 0.01%
+3,282
380
$90.5K ﹤0.01%
10,067
-2,764
381
$80.6K ﹤0.01%
25,677
382
$45.2K ﹤0.01%
14,576
383
$25K ﹤0.01%
17,270
384
– –
-2,055
385
– –
-9,950
386
– –
-3,943
387
– –
-3,101
388
– –
-2,032
389
– –
-6,070
390
– –
-10,000
391
– –
-33,583
392
– –
-733
393
– –
-40,698
394
– –
-4,152
395
– –
-3,943
396
– –
-5,187
397
– –
-5,533
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