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
1
$7.38M 10.85%
14,365
+1,840
2
$4.56M 6.7%
12,144
-310
3
$4.39M 6.45%
19,764
-641
4
$3.55M 5.22%
27,539
+1,905
5
$3.31M 4.86%
6,208
-103
6
$1.93M 2.84%
9,940
+1,240
7
$1.72M 2.53%
11,130
-1,406
8
$1.68M 2.48%
9,879
-734
9
$1.64M 2.41%
35,740
10
$1.35M 1.99%
3,862
-467
11
$1.33M 1.96%
10,260
-4,000
12
$1.2M 1.77%
10,094
13
$1.13M 1.66%
40,000
14
$1.08M 1.58%
8,000
15
$1.01M 1.49%
6,055
-960
16
$971K 1.43%
4,109
-480
17
$947K 1.39%
6,773
18
$944K 1.39%
8,712
+8
19
$943K 1.39%
15,283
+24
20
$935K 1.37%
5,638
21
$911K 1.34%
3,712
22
$811K 1.19%
3,829
+5
23
$775K 1.14%
3,870
24
$775K 1.14%
5,043
-920
25
$747K 1.1%
4,010
+2,585
1
2 3 4