KA

KDT Advisors Portfolio holdings

AUM $68.3M
1-Year Est. Return 24.28%
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68M
AUM Growth
-$96.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$946K
2
+$718K
3
+$602K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$489K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$482K

Top Sells

1
+$519K
2
+$251K
3
+$249K
4
NFLX icon
Netflix
NFLX
+$243K
5
LRCX icon
Lam Research
LRCX
+$239K

Sector Composition

1 Technology 25.12%
2 Financials 11.25%
3 Industrials 7.75%
4 Healthcare 7.66%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$746K 1.1%
2,530
-196
27
$738K 1.09%
10,400
28
$722K 1.06%
3,795
-835
29
$719K 1.06%
4,369
+6
30
$718K 1.06%
+10,000
31
$695K 1.02%
2,275
+195
32
$689K 1.01%
3,990
-724
33
$670K 0.98%
1,162
-191
34
$638K 0.94%
2,089
-555
35
$633K 0.93%
3,019
36
$622K 0.91%
1,138
-283
37
$608K 0.89%
7,200
38
$602K 0.88%
+22,699
39
$594K 0.87%
35,000
40
$564K 0.83%
3,554
-1,000
41
$532K 0.78%
5,926
42
$530K 0.78%
8,200
43
$520K 0.76%
4,531
-138
44
$516K 0.76%
840
45
$508K 0.75%
3,832
+8
46
$501K 0.74%
5,050
+10
47
$496K 0.73%
100,000
48
$491K 0.72%
1,573
-395
49
$489K 0.72%
+8,059
50
$479K 0.71%
7,310
-725
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