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
$514M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.19M
3
+$1.03M
4
J icon
Jacobs Solutions
J
+$953K
5
XOM icon
Exxon Mobil
XOM
+$772K

Top Sells

1
+$1.96M
2
+$731K
3
+$579K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$524K
5
HAL icon
Halliburton
HAL
+$518K

Sector Composition

1 Energy 45.58%
2 Healthcare 4.16%
3 Consumer Staples 3.4%
4 Industrials 3.04%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$70K 0.01%
1,191
277
$70K 0.01%
7
278
$68K 0.01%
2,105
279
$68K 0.01%
1,260
280
$67K 0.01%
2,452
+302
281
$66K 0.01%
745
282
$66K 0.01%
2,000
-1,000
283
$65K 0.01%
2,800
284
$64K 0.01%
2,000
285
$61K 0.01%
1,100
286
$60K 0.01%
719
287
$60K 0.01%
1,700
288
$60K 0.01%
2,365
289
$60K 0.01%
1,325
290
$59K 0.01%
7,587
291
$59K 0.01%
3,329
292
$59K 0.01%
1,158
+18
293
$57K 0.01%
840
294
$56K 0.01%
380
295
$55K 0.01%
435
296
$55K 0.01%
1,163
+438
297
$53K 0.01%
+4,000
298
$53K 0.01%
1,469
299
$53K 0.01%
5,000
+3,000
300
$52K 0.01%
3,650
10 11
12
13 14