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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
51
$13.1M 0.42%
93,711
-48
52
$13.1M 0.42%
86,729
+1,597
53
$12.4M 0.4%
282,360
+1,349
54
$12M 0.39%
197,690
-3,121
55
$12M 0.39%
56,007
-4,948
56
$11.8M 0.38%
43,261
-467
57
$11.7M 0.38%
269,142
+8,758
58
$10.7M 0.35%
86,152
-873
59
$10.4M 0.34%
38,419
+1,089
60
$9.64M 0.31%
215,150
-7,274
61
$9.5M 0.31%
112,329
-10,167
62
$9.5M 0.31%
37,790
-1,622
63
$9.36M 0.3%
45,717
-39
64
$9.16M 0.29%
77,492
+1,729
65
$9.08M 0.29%
31,633
-336
66
$8.99M 0.29%
94,206
+430
67
$8.93M 0.29%
14,982
+955
68
$8.68M 0.28%
94,965
-2,004
69
$8.2M 0.26%
12,252
+5
70
$7.69M 0.25%
55,497
-783
71
$7.67M 0.25%
25,115
+236
72
$7.63M 0.25%
37,243
-988
73
$7.51M 0.24%
52,826
+14
74
$7.02M 0.23%
37,062
+330
75
$6.82M 0.22%
20,000
+125
1 2
3
4 5