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
$453M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.13M
3
+$735K
4
JPM icon
JPMorgan Chase
JPM
+$697K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$661K

Top Sells

1
+$3.07M
2
+$1.48M
3
+$977K
4
APTV icon
Aptiv
APTV
+$694K
5
COF icon
Capital One
COF
+$646K

Sector Composition

1 Energy 35.42%
2 Consumer Staples 4.65%
3 Financials 3.28%
4 Healthcare 3.23%
5 Technology 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$67K 0.01%
2,200
252
$67K 0.01%
778
253
$66K 0.01%
567
254
$66K 0.01%
1,420
255
$66K 0.01%
645
+222
256
$65K 0.01%
2,461
-310
257
$65K 0.01%
2,283
258
$65K 0.01%
1,440
259
$62K 0.01%
1,948
260
$62K 0.01%
976
-213
261
$61K 0.01%
719
262
$61K 0.01%
1,197
-27
263
$61K 0.01%
606
264
$61K 0.01%
1,154
-7
265
$61K 0.01%
1,509
-67
266
$59K 0.01%
7,587
267
$59K 0.01%
1,331
-141
268
$58K 0.01%
3,970
-1,153
269
$58K 0.01%
1,284
-11
270
$58K 0.01%
529
271
$58K 0.01%
1,469
272
$57K 0.01%
413
-113
273
$57K 0.01%
689
-6
274
$56K 0.01%
1,762
275
$56K 0.01%
2,100
9 10
11
12 13