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
$494M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$829K
4
ED icon
Consolidated Edison
ED
+$686K
5
META icon
Meta Platforms (Facebook)
META
+$657K

Top Sells

1
+$1.3M
2
+$900K
3
+$786K
4
BA icon
Boeing
BA
+$702K
5
CVX icon
Chevron
CVX
+$632K

Sector Composition

1 Energy 32.13%
2 Consumer Staples 5.15%
3 Healthcare 3.13%
4 Financials 2.78%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$67K 0.01%
621
-156
252
$67K 0.01%
999
-180
253
$67K 0.01%
1,939
+635
254
$66K 0.01%
1,979
+156
255
$66K 0.01%
+2,400
256
$65K 0.01%
7,587
257
$65K 0.01%
864
+615
258
$65K 0.01%
1,469
259
$65K 0.01%
1,390
+253
260
$64K 0.01%
2,259
-8
261
$64K 0.01%
1,238
262
$62K 0.01%
4,272
-24
263
$62K 0.01%
719
264
$61K 0.01%
2,070
-3,895
265
$60K 0.01%
537
+8
266
$60K 0.01%
2,200
-8,000
267
$60K 0.01%
295
268
$59K 0.01%
471
-108
269
$57K 0.01%
379
-2
270
$56K 0.01%
1,152
-80
271
$56K 0.01%
928
+260
272
$56K 0.01%
1,128
273
$55K 0.01%
495
-400
274
$55K 0.01%
1,383
275
$55K 0.01%
6,000
9 10
11
12 13