KA
KDT Advisors Portfolio holdings
AUM $68M
AUM
$68M
AUM Growth
-$96.6K (-0.1%)
Cap. Flow
+$1.78M
Cap. Flow % of AUM
2.61%
Top 10 Holdings %Top 10 Hldgs %
46.33%
Holding
79
New
7
Increased
19
Reduced
23
Closed
6
Top Buys
| 1 | $946K | |
| 2 | $718K | |
| 3 | $602K | |
| 4 | $489K | |
| 5 | $482K |
Top Sells
| 1 | $519K | |
| 2 | $217K | |
| 3 | $170K | |
| 4 | $164K | |
| 5 | $161K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -3,310 | Closed | – | |||
| $0 | 0% | 0 -273 | Closed | – | |||
| $0 | 0% | 0 -2,920 | Closed | – | |||
| $0 | 0% | 0 -1,410 | Closed | – |
