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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
126
$3.02M 0.1%
9,088
+2,486
127
$3.02M 0.1%
24,940
+660
128
$2.99M 0.1%
15,086
-527
129
$2.97M 0.1%
25,965
-7,560
130
$2.97M 0.1%
30,138
-1,775
131
$2.96M 0.1%
56,335
+780
132
$2.96M 0.1%
8,380
-247
133
$2.93M 0.09%
10,474
+154
134
$2.92M 0.09%
6,012
-83
135
$2.89M 0.09%
77,898
-542
136
$2.88M 0.09%
5,769
+106
137
$2.87M 0.09%
13,387
-25
138
$2.84M 0.09%
29,384
-1,545
139
$2.8M 0.09%
18,032
-544
140
$2.72M 0.09%
9,641
-265
141
$2.72M 0.09%
16,245
+829
142
$2.65M 0.09%
38,992
-601
143
$2.65M 0.09%
19,555
+15,120
144
$2.64M 0.08%
2,260
+25
145
$2.62M 0.08%
40,219
+270
146
$2.57M 0.08%
16,379
+7
147
$2.49M 0.08%
22,684
+168
148
$2.48M 0.08%
6,984
+700
149
$2.47M 0.08%
96,755
-22,891
150
$2.46M 0.08%
11,375
+525
4 5
6
7 8