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
376
$29K 0.01%
400
-8,906
377
$29K 0.01%
800
-300
378
$29K 0.01%
349
379
$29K 0.01%
300
380
$28K 0.01%
540
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381
$28K 0.01%
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-37
382
$28K 0.01%
889
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383
$28K 0.01%
919
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384
$28K 0.01%
412
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385
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386
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877
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387
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485
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388
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337
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389
$27K 0.01%
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390
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391
$27K 0.01%
548
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392
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129
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393
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395
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819
396
$27K 0.01%
274
397
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398
$27K 0.01%
960
399
$27K 0.01%
2,000
400
$26K 0.01%
406
14 15
16
17 18