KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
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
+$8.85M
2
+$6.53M
3
+$2.53M
4
CVX icon
Chevron
CVX
+$2.47M
5
T icon
AT&T
T
+$2.18M

Top Sells

1
+$3.77M
2
+$889K
3
+$811K
4
FET icon
Forum Energy Technologies
FET
+$539K
5
PAA icon
Plains All American Pipeline
PAA
+$514K

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
426
$12K ﹤0.01%
+89
427
$12K ﹤0.01%
+370
428
$12K ﹤0.01%
+123
429
$12K ﹤0.01%
+400
430
$12K ﹤0.01%
+250
431
$12K ﹤0.01%
+538
432
$12K ﹤0.01%
+680
433
$11K ﹤0.01%
+200
434
$11K ﹤0.01%
+1,000
435
$11K ﹤0.01%
+262
436
$11K ﹤0.01%
+2,000
437
$11K ﹤0.01%
+298
438
$11K ﹤0.01%
+148
439
$11K ﹤0.01%
+148
440
$11K ﹤0.01%
+496
441
$11K ﹤0.01%
+250
442
$11K ﹤0.01%
+575
443
$11K ﹤0.01%
+64
444
$11K ﹤0.01%
+500
445
$11K ﹤0.01%
+265
446
$11K ﹤0.01%
+138
447
$11K ﹤0.01%
+203
448
$11K ﹤0.01%
+200
449
$11K ﹤0.01%
+532
450
$11K ﹤0.01%
+154
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