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
$549M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$981K
3
+$946K
4
MCD icon
McDonald's
MCD
+$638K
5
CELG
Celgene Corp
CELG
+$539K

Top Sells

1
+$1.85M
2
+$1.83M
3
+$1.26M
4
J icon
Jacobs Solutions
J
+$1.15M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$928K

Sector Composition

1 Energy 46.4%
2 Healthcare 3.93%
3 Consumer Staples 3.22%
4 Financials 2.54%
5 Technology 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K ﹤0.01%
800
402
$20K ﹤0.01%
2,411
+532
403
$20K ﹤0.01%
448
404
$20K ﹤0.01%
114
+27
405
$20K ﹤0.01%
453
+118
406
$19K ﹤0.01%
346
+293
407
$19K ﹤0.01%
692
+148
408
$19K ﹤0.01%
802
409
$19K ﹤0.01%
1,500
410
$19K ﹤0.01%
2,000
411
$19K ﹤0.01%
1,170
+30
412
$18K ﹤0.01%
151
+23
413
$18K ﹤0.01%
107
-2
414
$18K ﹤0.01%
+495
415
$18K ﹤0.01%
130
416
$17K ﹤0.01%
500
417
$17K ﹤0.01%
171
+87
418
$17K ﹤0.01%
417
-440
419
$17K ﹤0.01%
2,000
420
$17K ﹤0.01%
300
421
$17K ﹤0.01%
363
422
$17K ﹤0.01%
1,340
+380
423
$16K ﹤0.01%
857
+232
424
$16K ﹤0.01%
300
425
$16K ﹤0.01%
138
15 16
17
18 19