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
276
$55K 0.01%
4,525
277
$55K 0.01%
2,000
278
$54K 0.01%
4,389
279
$54K 0.01%
779
280
$54K 0.01%
441
281
$54K 0.01%
634
+17
282
$53K 0.01%
1,895
-53
283
$53K 0.01%
1,217
-405
284
$52K 0.01%
943
+334
285
$52K 0.01%
4,264
+208
286
$52K 0.01%
776
-54
287
$51K 0.01%
1,873
288
$48K 0.01%
725
+8
289
$47K 0.01%
1,157
+151
290
$46K 0.01%
1,000
291
$45K 0.01%
694
292
$45K 0.01%
1,433
-245
293
$44K 0.01%
3,652
+2,381
294
$44K 0.01%
496
+128
295
$44K 0.01%
590
+328
296
$44K 0.01%
1,580
-530
297
$44K 0.01%
680
-860
298
$44K 0.01%
559
+259
299
$44K 0.01%
1,051
+551
300
$44K 0.01%
2,100
10 11
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