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
$62M
AUM Growth
-$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$498K
3
+$343K
4
ASML icon
ASML
ASML
+$300K
5
NFLX icon
Netflix
NFLX
+$237K

Top Sells

1
+$1.33M
2
+$1.17M
3
+$1.13M
4
THC icon
Tenet Healthcare
THC
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$813K

Sector Composition

1 Technology 29.74%
2 Financials 8.86%
3 Consumer Staples 6.04%
4 Communication Services 5.54%
5 Healthcare 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$671K 1.08%
2,177
+88
27
$662K 1.07%
840
28
$647K 1.04%
3,554
29
$615K 0.99%
2,804
-991
30
$582K 0.94%
4,062
-1,993
31
$565K 0.91%
10,740
-25,000
32
$560K 0.9%
3,019
33
$542K 0.87%
8,059
34
$525K 0.85%
3,100
35
$523K 0.84%
3,847
+15
36
$523K 0.84%
+6,750
37
$501K 0.81%
4,531
38
$491K 0.79%
3,600
-3,600
39
$469K 0.76%
5,926
40
$460K 0.74%
1,573
41
$428K 0.69%
1,890
-460
42
$411K 0.66%
2,043
-1,947
43
$381K 0.61%
13,362
-9,337
44
$379K 0.61%
4,133
45
$375K 0.61%
5,567
46
$366K 0.59%
6,245
47
$353K 0.57%
2,740
48
$352K 0.57%
+3,600
49
$348K 0.56%
5,960
50
$337K 0.54%
1,104
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