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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
76
$6.77M 0.22%
14,254
-193
77
$6.72M 0.22%
17,957
-70
78
$6.71M 0.22%
98,121
+2,320
79
$6.7M 0.22%
53,260
-633
80
$6.48M 0.21%
14,561
-162
81
$6.29M 0.2%
90,257
-4,349
82
$6.29M 0.2%
37,794
-1,131
83
$6.28M 0.2%
22,320
+707
84
$6.28M 0.2%
30,574
-93
85
$6.11M 0.2%
24,761
-130
86
$5.99M 0.19%
232,950
+38
87
$5.94M 0.19%
12,197
+35
88
$5.67M 0.18%
10,434
+5,900
89
$5.62M 0.18%
7,055
90
$5.35M 0.17%
64,154
+856
91
$5.34M 0.17%
16,362
+4,398
92
$5.21M 0.17%
50,632
93
$5.13M 0.17%
18,369
+89
94
$5.11M 0.16%
187,206
-2,617
95
$5.1M 0.16%
6,939
+236
96
$5.08M 0.16%
21,217
+2,243
97
$4.98M 0.16%
118,195
+3,015
98
$4.95M 0.16%
1,153
+3
99
$4.92M 0.16%
32,278
-655
100
$4.79M 0.15%
16,973
+114
2 3
4
5 6