KA

KDT Advisors Portfolio holdings

AUM $71.3M
1-Year Est. Return 25.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.3M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$298K
3
+$271K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$269K
5
CRM icon
Salesforce
CRM
+$208K

Top Sells

1
+$1.47M
2
+$489K
3
+$190K
4
HON icon
Honeywell
HON
+$41.9K
5
MRP
Millrose Properties Inc
MRP
+$3.92K

Sector Composition

1 Technology 25.46%
2 Financials 8.46%
3 Communication Services 7.79%
4 Healthcare 4.91%
5 Consumer Staples 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
26
Qualcomm
QCOM
$148B
$740K 1.04%
4,328
+502
TSM icon
27
TSMC
TSM
$1.91T
$733K 1.03%
2,413
+220
ADP icon
28
Automatic Data Processing
ADP
$81.1B
$724K 1.02%
2,814
+135
CVX icon
29
Chevron
CVX
$366B
$721K 1.01%
4,731
+374
GLW icon
30
Corning
GLW
$143B
$714K 1%
8,155
+1,100
HON icon
31
Honeywell
HON
$146B
$672K 0.94%
3,445
-214
CSCO icon
32
Cisco
CSCO
$346B
$666K 0.93%
8,652
+1,119
PLTR icon
33
Palantir
PLTR
$346B
$640K 0.9%
3,600
SHY icon
34
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$636K 0.89%
7,685
-2,295
PM icon
35
Philip Morris
PM
$246B
$634K 0.89%
3,954
+400
MCD icon
36
McDonald's
MCD
$220B
$627K 0.88%
2,051
+356
MRK icon
37
Merck
MRK
$293B
$624K 0.87%
5,926
ZTS icon
38
Zoetis
ZTS
$51.6B
$622K 0.87%
4,940
+64
IXUS icon
39
iShares Core MSCI Total International Stock ETF
IXUS
$56.6B
$611K 0.86%
7,220
+3,230
SGOV icon
40
iShares 0-3 Month Treasury Bond ETF
SGOV
$84.2B
$592K 0.83%
5,900
APD icon
41
Air Products & Chemicals
APD
$66.2B
$581K 0.82%
2,353
+146
URTH icon
42
iShares MSCI World ETF
URTH
$8.02B
$576K 0.81%
3,100
VGK icon
43
Vanguard FTSE Europe ETF
VGK
$31.4B
$564K 0.79%
6,750
INTU icon
44
Intuit
INTU
$109B
$556K 0.78%
840
ABT icon
45
Abbott
ABT
$168B
$503K 0.71%
4,018
+563
LEN icon
46
Lennar Class A
LEN
$23B
$496K 0.7%
4,823
+169
RIO icon
47
Rio Tinto
RIO
$163B
$492K 0.69%
6,151
+295
GLD icon
48
SPDR Gold Trust
GLD
$162B
$489K 0.69%
1,235
+131
GEV icon
49
GE Vernova
GEV
$269B
$467K 0.66%
715
+50
GOOG icon
50
Alphabet (Google) Class C
GOOG
$4.07T
$454K 0.64%
1,448
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