KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
-$605K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$767K
3
+$671K
4
CCI icon
Crown Castle
CCI
+$638K
5
MJN
Mead Johnson Nutrition Company
MJN
+$435K

Top Sells

1
+$27.1M
2
+$1.49M
3
+$1.21M
4
NKE icon
Nike
NKE
+$689K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$685K

Sector Composition

1 Energy 36.58%
2 Consumer Staples 5.25%
3 Healthcare 3.44%
4 Communication Services 2.95%
5 Financials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33K 0.01%
1,350
352
$33K 0.01%
337
353
$33K 0.01%
1,305
+51
354
$32K 0.01%
452
355
$32K 0.01%
406
-116
356
$32K 0.01%
1,137
-6
357
$31K 0.01%
245
+13
358
$31K 0.01%
576
359
$31K 0.01%
374
-1,050
360
$31K 0.01%
451
+39
361
$31K 0.01%
2,000
362
$30K 0.01%
14,890
363
$30K 0.01%
201
-37
364
$30K 0.01%
670
+32
365
$30K 0.01%
1,407
+500
366
$30K 0.01%
546
367
$29K 0.01%
544
+149
368
$29K 0.01%
1,405
+476
369
$29K 0.01%
582
+32
370
$29K 0.01%
990
+74
371
$29K 0.01%
274
372
$29K 0.01%
352
+83
373
$29K 0.01%
509
374
$28K 0.01%
401
-93
375
$28K 0.01%
414
-121
13 14
15
16 17