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
$514M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.19M
3
+$1.03M
4
J icon
Jacobs Solutions
J
+$953K
5
XOM icon
Exxon Mobil
XOM
+$772K

Top Sells

1
+$1.96M
2
+$731K
3
+$579K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$524K
5
HAL icon
Halliburton
HAL
+$518K

Sector Composition

1 Energy 45.58%
2 Healthcare 4.16%
3 Consumer Staples 3.4%
4 Industrials 3.04%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K ﹤0.01%
1,617
+650
377
$23K ﹤0.01%
+76
378
$23K ﹤0.01%
+213
379
$23K ﹤0.01%
357
380
$23K ﹤0.01%
+202
381
$23K ﹤0.01%
1,000
382
$22K ﹤0.01%
+335
383
$22K ﹤0.01%
+1,920
384
$22K ﹤0.01%
+109
385
$22K ﹤0.01%
+559
386
$22K ﹤0.01%
603
387
$22K ﹤0.01%
4,328
+1,800
388
$21K ﹤0.01%
+305
389
$21K ﹤0.01%
800
390
$21K ﹤0.01%
+333
391
$21K ﹤0.01%
135
392
$21K ﹤0.01%
250
393
$21K ﹤0.01%
1,295
+924
394
$20K ﹤0.01%
+357
395
$20K ﹤0.01%
665
396
$20K ﹤0.01%
874
+295
397
$20K ﹤0.01%
2,002
+731
398
$20K ﹤0.01%
566
+164
399
$20K ﹤0.01%
242
+74
400
$20K ﹤0.01%
532
14 15
16
17 18