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
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.43M
3
+$2.65M
4
CVX icon
Chevron
CVX
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$3.95M
2
+$965K
3
+$946K
4
FET icon
Forum Energy Technologies
FET
+$538K
5
PAA icon
Plains All American Pipeline
PAA
+$521K

Sector Composition

1 Energy 45.97%
2 Healthcare 4.18%
3 Consumer Staples 3.19%
4 Industrials 2.99%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
+532
402
$15K ﹤0.01%
+727
403
$15K ﹤0.01%
+300
404
$15K ﹤0.01%
+250
405
$14K ﹤0.01%
+300
406
$14K ﹤0.01%
+220
407
$14K ﹤0.01%
+1,470
408
$14K ﹤0.01%
+1,164
409
$14K ﹤0.01%
+547
410
$13K ﹤0.01%
+404
411
$13K ﹤0.01%
+107
412
$13K ﹤0.01%
+242
413
$13K ﹤0.01%
+2,528
414
$13K ﹤0.01%
+400
415
$13K ﹤0.01%
+680
416
$13K ﹤0.01%
+2,500
417
$13K ﹤0.01%
+171
418
$13K ﹤0.01%
+209
419
$12K ﹤0.01%
+680
420
$12K ﹤0.01%
+186
421
$12K ﹤0.01%
+368
422
$12K ﹤0.01%
+579
423
$12K ﹤0.01%
+186
424
$12K ﹤0.01%
+1,271
425
$12K ﹤0.01%
+595
15 16
17
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