KA

KDT Advisors Portfolio holdings

AUM $71.3M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
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
MRP
Millrose Properties Inc
MRP
+$3.92K
5
NVDA icon
NVIDIA
NVDA
+$1.49K

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
$146B
$740K 1.04%
4,328
+502
TSM icon
27
TSMC
TSM
$1.84T
$733K 1.03%
2,413
+220
ADP icon
28
Automatic Data Processing
ADP
$89.7B
$724K 1.02%
2,814
+135
CVX icon
29
Chevron
CVX
$376B
$721K 1.01%
4,731
+374
GLW icon
30
Corning
GLW
$116B
$714K 1%
8,155
+1,100
HON icon
31
Honeywell
HON
$151B
$672K 0.94%
3,445
-4
CSCO icon
32
Cisco
CSCO
$316B
$666K 0.93%
8,652
+1,119
PLTR icon
33
Palantir
PLTR
$365B
$640K 0.9%
3,600
SHY icon
34
iShares 1-3 Year Treasury Bond ETF
SHY
$24.8B
$636K 0.89%
7,685
-2,295
PM icon
35
Philip Morris
PM
$264B
$634K 0.89%
3,954
+400
MCD icon
36
McDonald's
MCD
$233B
$627K 0.88%
2,051
+356
MRK icon
37
Merck
MRK
$287B
$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
$54B
$611K 0.86%
7,220
+3,230
SGOV icon
40
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.8B
$592K 0.83%
5,900
APD icon
41
Air Products & Chemicals
APD
$61.5B
$581K 0.82%
2,353
+146
URTH icon
42
iShares MSCI World ETF
URTH
$6.77B
$576K 0.81%
3,100
VGK icon
43
Vanguard FTSE Europe ETF
VGK
$30.2B
$564K 0.79%
6,750
INTU icon
44
Intuit
INTU
$130B
$556K 0.78%
840
ABT icon
45
Abbott
ABT
$193B
$503K 0.71%
4,018
+563
LEN icon
46
Lennar Class A
LEN
$25.8B
$496K 0.7%
4,823
+169
RIO icon
47
Rio Tinto
RIO
$152B
$492K 0.69%
6,151
+295
GLD icon
48
SPDR Gold Trust
GLD
$179B
$489K 0.69%
1,235
+131
GEV icon
49
GE Vernova
GEV
$220B
$467K 0.66%
715
+50
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.64T
$454K 0.64%
1,448
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