KA
KDT Advisors Portfolio holdings
AUM $68M
This Quarter Return
+0.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$68M
AUM Growth
-$96.6K (-0.1%)
Cap. Flow
+$361K
Cap. Flow % of AUM
0.53%
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 | $251K | |
| 3 | $249K | |
| 4 | $243K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -3,310 | Closed | -$239K | |||
| – | – | -273 | Closed | -$243K | |||
| – | – | -2,920 | Closed | -$251K | |||
| – | – | -1,410 | Closed | -$249K |