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
351
$32K 0.01%
800
352
$32K 0.01%
896
+370
353
$32K 0.01%
2,184
354
$32K 0.01%
312
-22
355
$32K 0.01%
680
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356
$32K 0.01%
3,000
357
$31K 0.01%
596
-116
358
$31K 0.01%
337
359
$31K 0.01%
367
360
$31K 0.01%
452
361
$30K 0.01%
550
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362
$30K 0.01%
219
363
$30K 0.01%
1,254
364
$30K 0.01%
439
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817
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366
$29K 0.01%
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367
$29K 0.01%
2,000
368
$29K 0.01%
+630
369
$29K 0.01%
1,015
370
$29K 0.01%
342
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371
$29K 0.01%
383
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372
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576
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373
$29K 0.01%
293
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374
$29K 0.01%
449
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375
$29K 0.01%
274
13 14
15
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