KA

KDT Advisors Portfolio holdings

AUM $62.8M
1-Year Est. Return 25.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.3M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$830K
3
+$826K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$825K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$593K

Top Sells

1
+$2M
2
+$379K
3
+$353K
4
ASML icon
ASML
ASML
+$334K
5
CRM icon
Salesforce
CRM
+$305K

Sector Composition

1 Technology 25.63%
2 Financials 7.95%
3 Communication Services 6.56%
4 Healthcare 4.4%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$762K 1.12%
3,650
-360
27
$726K 1.06%
3,659
-404
28
$713K 1.04%
4,876
+317
29
$677K 0.99%
4,357
+295
30
$657K 0.96%
3,600
31
$636K 0.93%
3,826
-1,217
32
$612K 0.9%
2,193
+303
33
$602K 0.88%
2,207
-323
34
$594K 0.87%
+5,900
35
$587K 0.86%
4,654
+123
36
$579K 0.85%
7,055
-3,685
37
$576K 0.84%
3,554
38
$574K 0.84%
840
39
$571K 0.84%
8,000
-59
40
$563K 0.82%
3,100
41
$539K 0.79%
6,750
42
$515K 0.75%
7,533
-2,750
43
$515K 0.75%
1,695
+122
44
$497K 0.73%
5,926
45
$489K 0.72%
+8,200
46
$463K 0.68%
3,455
-392
47
$446K 0.65%
13,275
-87
48
$421K 0.62%
1,817
-1,202
49
$413K 0.6%
6,245
50
$409K 0.6%
665
+90
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