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
301
$51K 0.01%
+4,185
302
$51K 0.01%
+380
303
$50K 0.01%
543
-1,732
304
$50K 0.01%
+750
305
$49K 0.01%
+520
306
$49K 0.01%
+3,650
307
$48K 0.01%
+435
308
$48K 0.01%
+1,440
309
$47K 0.01%
+520
310
$46K 0.01%
+1,224
311
$46K 0.01%
+735
312
$45K 0.01%
+1,290
313
$44K 0.01%
+1,330
314
$44K 0.01%
+500
315
$44K 0.01%
+322
316
$42K 0.01%
+550
317
$42K 0.01%
+327
318
$40K 0.01%
+800
319
$40K 0.01%
+1,050
320
$39K 0.01%
+5,000
321
$39K 0.01%
+750
322
$38K 0.01%
+725
323
$38K 0.01%
+926
324
$38K 0.01%
+1,254
325
$38K 0.01%
+5,000
11 12
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