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
351
$27K 0.01%
+509
352
$26K 0.01%
+288
353
$25K 0.01%
+304
354
$25K 0.01%
+300
355
$25K 0.01%
+2,000
356
$25K 0.01%
+531
357
$24K ﹤0.01%
+5,400
358
$24K ﹤0.01%
+585
359
$24K ﹤0.01%
+690
360
$24K ﹤0.01%
+210
361
$24K ﹤0.01%
+603
362
$24K ﹤0.01%
+357
363
$24K ﹤0.01%
+530
364
$23K ﹤0.01%
+546
365
$23K ﹤0.01%
+1,000
366
$23K ﹤0.01%
+500
367
$22K ﹤0.01%
+455
368
$22K ﹤0.01%
+300
369
$22K ﹤0.01%
+500
370
$21K ﹤0.01%
+3,200
371
$21K ﹤0.01%
+2,000
372
$21K ﹤0.01%
+1,000
373
$20K ﹤0.01%
+344
374
$20K ﹤0.01%
+1,600
375
$20K ﹤0.01%
+1,674
13 14
15
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