KA

KDT Advisors Portfolio holdings

AUM $71.3M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
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
+$995K
2
+$751K
3
+$531K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$511K
5
URTH icon
iShares MSCI World ETF
URTH
+$491K

Top Sells

1
+$508K
2
+$255K
3
+$251K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$249K
5
NFLX icon
Netflix
NFLX
+$243K

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