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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
1
$223M 7.19%
876,885
-4,901
2
$194M 6.26%
1,379,816
-10,706
3
$155M 5%
299,807
+375
4
$107M 3.46%
116,010
+47
5
$73.5M 2.37%
334,715
+2,482
6
$70.3M 2.26%
376,523
+2,210
7
$69.1M 2.22%
219,025
+18,579
8
$67.3M 2.17%
276,710
+1,165
9
$64.5M 2.08%
544,529
-172,953
10
$62.4M 2.01%
669,104
+9,688
11
$60M 1.93%
500,984
-1,320
12
$58.9M 1.9%
571,444
+2,139
13
$56.4M 1.82%
139,147
+839
14
$52.5M 1.69%
153,799
-302
15
$50.8M 1.63%
172,936
-898
16
$50.5M 1.63%
269,219
+286
17
$49M 1.58%
315,581
-81
18
$47.3M 1.52%
339,841
-22,011
19
$47.2M 1.52%
876,740
-18,818
20
$42.2M 1.36%
191,131
+84
21
$41.3M 1.33%
97,833
-33
22
$40M 1.29%
259,582
-1,155
23
$37.7M 1.21%
220,787
+6,034
24
$36.8M 1.19%
151,147
+3,128
25
$35.6M 1.15%
108,382
-112,076
1
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