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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
201
$1.26M 0.04%
17,365
202
$1.23M 0.04%
9,599
-650
203
$1.22M 0.04%
38,277
+7
204
$1.21M 0.04%
10,062
205
$1.17M 0.04%
6,171
-110
206
$1.14M 0.04%
9,934
-2,150
207
$1.13M 0.04%
9,141
+279
208
$1.13M 0.04%
1,458
+23
209
$1.13M 0.04%
4,652
210
$1.11M 0.04%
42,262
211
$1.08M 0.03%
7,498
+2,276
212
$1.03M 0.03%
5,785
-2,775
213
$996K 0.03%
10,202
+272
214
$983K 0.03%
4,527
215
$982K 0.03%
9,636
216
$956K 0.03%
4,937
+1,370
217
$933K 0.03%
20,697
-186
218
$917K 0.03%
1,491
+55
219
$907K 0.03%
11,012
-62
220
$904K 0.03%
3,595
221
$888K 0.03%
9,967
222
$862K 0.03%
7,705
+1,969
223
$860K 0.03%
4,675
+170
224
$838K 0.03%
8,253
+258
225
$833K 0.03%
4,895
+355
7 8
9
10 11