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
26
$35.2M 1.13%
189,675
-3,711
27
$35.1M 1.13%
58,422
-777
28
$34.2M 1.1%
86,340
+775
29
$32.2M 1.04%
410,556
+2,018
30
$30.7M 0.99%
686,854
-19,864
31
$29.4M 0.95%
44,073
+418
32
$29.1M 0.94%
189,276
-3,996
33
$27.6M 0.89%
366,065
+17,714
34
$26.8M 0.86%
204,281
-139,579
35
$25.7M 0.83%
86,872
+424
36
$25.1M 0.81%
88,794
-1,041
37
$23.9M 0.77%
50,176
-1,265
38
$23.1M 0.74%
76,072
-265
39
$22.3M 0.72%
67,670
+1,282
40
$20.5M 0.66%
62,329
+2,372
41
$19.9M 0.64%
148,678
+1,732
42
$19.8M 0.64%
72,439
-352
43
$19M 0.61%
24,936
+3,059
44
$18.8M 0.6%
363,493
-1,152
45
$17.7M 0.57%
76,340
-87
46
$16.9M 0.55%
15,692
+23
47
$14.5M 0.47%
55,804
-49,644
48
$14.5M 0.47%
11,730
+93
49
$14.5M 0.47%
28,765
+392
50
$13.9M 0.45%
69,974
-1,823
1
2
3 4 5