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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
101
$4.68M 0.15%
55,768
-785
102
$4.59M 0.15%
37,189
-2,325
103
$4.54M 0.15%
56,849
-1,966
104
$4.43M 0.14%
55,362
-15,258
105
$4.16M 0.13%
168,149
-5,144
106
$4.01M 0.13%
54,620
107
$3.96M 0.13%
47,655
108
$3.89M 0.13%
18,007
-690
109
$3.85M 0.12%
46,956
+162
110
$3.75M 0.12%
33,303
+616
111
$3.64M 0.12%
10,946
-232
112
$3.58M 0.12%
7,822
-6,650
113
$3.54M 0.11%
38,666
-275
114
$3.46M 0.11%
41,229
+869
115
$3.44M 0.11%
59,775
-2,500
116
$3.44M 0.11%
51,844
+5
117
$3.31M 0.11%
9,429
+4,847
118
$3.3M 0.11%
20,758
+205
119
$3.28M 0.11%
39,013
+302
120
$3.27M 0.11%
30,326
+2,286
121
$3.2M 0.1%
33,818
+342
122
$3.19M 0.1%
9,231
-272
123
$3.15M 0.1%
2,459
+30
124
$3.08M 0.1%
13,018
-271
125
$3.07M 0.1%
264,813
-7,909
3 4
5
6 7