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
76
– –
-3,310
77
– –
-2,730
78
– –
-2,920
79
– –
-1,410
1 2 3
4