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
51
$475K 0.7%
+3,100
52
$473K 0.7%
30,000
53
$405K 0.6%
4,133
+9
54
$390K 0.57%
2,350
+50
55
$390K 0.57%
2,740
56
$378K 0.56%
5,567
57
$375K 0.55%
6,245
58
$360K 0.53%
687
+62
59
$358K 0.53%
5,960
+18
60
$318K 0.47%
1,104
+4
61
$302K 0.44%
2,015
+35
62
$275K 0.4%
2,085
-562
63
$270K 0.4%
4,260
-830
64
$260K 0.38%
967
+38
65
$252K 0.37%
309
66
$249K 0.37%
+3,570
67
$243K 0.36%
3,005
68
$242K 0.36%
661
-335
69
$226K 0.33%
1,448
-580
70
$220K 0.32%
7,222
71
$203K 0.3%
+800
72
$203K 0.3%
+650
73
$105K 0.15%
11,000
74
– –
-2,040
75
– –
-575
1 2
3
4