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
$453M
AUM Growth
-$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.13M
3
+$735K
4
JPM icon
JPMorgan Chase
JPM
+$697K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$661K

Top Sells

1
+$3.07M
2
+$1.48M
3
+$977K
4
APTV icon
Aptiv
APTV
+$694K
5
COF icon
Capital One
COF
+$646K

Sector Composition

1 Energy 35.42%
2 Consumer Staples 4.65%
3 Financials 3.28%
4 Healthcare 3.23%
5 Technology 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$32K 0.01%
+1,274
352
$32K 0.01%
2,000
353
$32K 0.01%
750
354
$31K 0.01%
+4,799
355
$31K 0.01%
+699
356
$31K 0.01%
601
+203
357
$31K 0.01%
+1,047
358
$31K 0.01%
685
-17
359
$31K 0.01%
+367
360
$31K 0.01%
282
361
$31K 0.01%
+811
362
$31K 0.01%
41
363
$30K 0.01%
442
-5,817
364
$30K 0.01%
1,535
365
$30K 0.01%
337
366
$30K 0.01%
37
367
$30K 0.01%
4,882
-38
368
$30K 0.01%
2,365
369
$30K 0.01%
691
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370
$30K 0.01%
+628
371
$30K 0.01%
334
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372
$30K 0.01%
2,349
373
$30K 0.01%
745
374
$30K 0.01%
15,000
375
$30K 0.01%
241
13 14
15
16 17