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
1
$6.75M 9.91%
+12,525
2
$5.25M 7.71%
+12,454
3
$5.11M 7.5%
+20,405
4
$3.27M 4.8%
+25,634
5
$2.86M 4.2%
+6,311
6
$2.37M 3.48%
+12,536
7
$1.78M 2.61%
+10,613
8
$1.7M 2.5%
+8,700
9
$1.7M 2.49%
+35,740
10
$1.56M 2.29%
+14,260
11
$1.37M 2.01%
+4,329
12
$1.17M 1.72%
+8,704
13
$1.13M 1.66%
+6,773
14
$1.09M 1.59%
+10,094
15
$1.05M 1.54%
+4,589
16
$1.02M 1.49%
+7,015
17
$1.02M 1.49%
+4,630
18
$1.01M 1.48%
+8,000
19
$916K 1.34%
+5,963
20
$911K 1.34%
+40,000
21
$903K 1.33%
+15,259
22
$890K 1.31%
+3,712
23
$864K 1.27%
+3,824
24
$815K 1.2%
+5,638
25
$814K 1.19%
+1,421
1
2 3