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
51
$385K 0.57%
+5,090
52
$376K 0.55%
+4,124
53
$359K 0.53%
+2,740
54
$349K 0.51%
+5,942
55
$333K 0.49%
+5,567
56
$327K 0.48%
+6,245
57
$324K 0.48%
+2,647
58
$316K 0.46%
+625
59
$311K 0.46%
+929
60
$301K 0.44%
+1,980
61
$291K 0.43%
+309
62
$282K 0.41%
+1,425
63
$273K 0.4%
+7,222
64
$266K 0.39%
+1,100
65
$251K 0.37%
+2,920
66
$249K 0.37%
+1,410
67
$243K 0.36%
+273
68
$239K 0.35%
+3,310
69
$235K 0.34%
+3,005
70
$225K 0.33%
+2,040
71
$209K 0.31%
+575
72
$101K 0.15%
+11,000
1 2
3