KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.43M
3
+$2.65M
4
CVX icon
Chevron
CVX
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$3.95M
2
+$965K
3
+$946K
4
FET icon
Forum Energy Technologies
FET
+$538K
5
PAA icon
Plains All American Pipeline
PAA
+$521K

Sector Composition

1 Energy 45.97%
2 Healthcare 4.18%
3 Consumer Staples 3.19%
4 Industrials 2.99%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$120K 0.02%
+2,885
227
$119K 0.02%
+1,000
228
$118K 0.02%
+7,000
229
$117K 0.02%
+3,000
230
$117K 0.02%
+510
231
$113K 0.02%
+1,246
232
$109K 0.02%
+2,920
233
$108K 0.02%
+2,595
234
$107K 0.02%
+6,000
235
$103K 0.02%
+1,452
236
$102K 0.02%
+2,200
237
$99K 0.02%
+1,558
238
$99K 0.02%
+2,000
239
$98K 0.02%
+6,263
240
$96K 0.02%
+2,800
241
$94K 0.02%
+1,700
242
$94K 0.02%
+2,400
243
$93K 0.02%
+1,000
244
$93K 0.02%
+1,500
245
$92K 0.02%
+800
246
$92K 0.02%
+1,601
247
$89K 0.02%
+47
248
$89K 0.02%
+1,605
249
$88K 0.02%
20,000
-800
250
$87K 0.02%
+2,400
8 9
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