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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
151
$2.32M 0.07%
20,268
+259
152
$2.27M 0.07%
8,716
-128
153
$2.26M 0.07%
27,079
-29,514
154
$2.22M 0.07%
56,549
-121
155
$2.21M 0.07%
2,913
+234
156
$2.19M 0.07%
19,075
-582
157
$2.17M 0.07%
21,327
158
$2.1M 0.07%
14,537
-529
159
$2.09M 0.07%
14,905
-56
160
$2.04M 0.07%
30,526
-690
161
$1.94M 0.06%
5,117
162
$1.94M 0.06%
3,878
+59
163
$1.92M 0.06%
16,416
+88
164
$1.89M 0.06%
7,982
-5,588
165
$1.88M 0.06%
63,459
166
$1.88M 0.06%
13,324
-122
167
$1.82M 0.06%
9,348
+14
168
$1.78M 0.06%
8,238
+5
169
$1.7M 0.05%
6,520
-32
170
$1.69M 0.05%
5,234
-117
171
$1.66M 0.05%
5,518
+223
172
$1.65M 0.05%
26,092
-325
173
$1.64M 0.05%
24,388
-63
174
$1.62M 0.05%
12,384
+54
175
$1.62M 0.05%
24,349
-557
5 6
7
8 9