KA

KDT Advisors Portfolio holdings

AUM $62M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$5.25M
3
+$5.11M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.27M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.08%
2 Financials 9.78%
3 Industrials 8.83%
4 Healthcare 7.19%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 1.16%
+1,353
27
$791K 1.16%
+2,726
28
$774K 1.14%
+2,644
29
$756K 1.11%
+4,714
30
$732K 1.07%
+10,400
31
$711K 1.04%
+4,363
32
$684K 1%
+2,080
33
$646K 0.95%
+3,870
34
$616K 0.91%
+4,669
35
$590K 0.87%
+5,926
36
$576K 0.85%
+35,000
37
$571K 0.84%
+1,968
38
$558K 0.82%
+8,035
39
$548K 0.8%
+4,554
40
$545K 0.8%
+7,200
41
$536K 0.79%
+3,019
42
$528K 0.78%
+840
43
$519K 0.76%
+100,000
44
$506K 0.74%
+5,040
45
$473K 0.69%
+30,000
46
$454K 0.67%
+2,300
47
$447K 0.66%
+8,200
48
$433K 0.64%
+3,824
49
$387K 0.57%
+996
50
$386K 0.57%
+2,028
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