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
426
$12K ﹤0.01%
+410
427
$12K ﹤0.01%
+281
428
$12K ﹤0.01%
+89
429
$12K ﹤0.01%
+370
430
$12K ﹤0.01%
+123
431
$12K ﹤0.01%
+400
432
$12K ﹤0.01%
+250
433
$12K ﹤0.01%
+538
434
$11K ﹤0.01%
+166
435
$11K ﹤0.01%
+2,030
436
$11K ﹤0.01%
+200
437
$11K ﹤0.01%
+1,000
438
$11K ﹤0.01%
+262
439
$11K ﹤0.01%
+2,000
440
$11K ﹤0.01%
+298
441
$11K ﹤0.01%
+148
442
$11K ﹤0.01%
+148
443
$11K ﹤0.01%
+248
444
$11K ﹤0.01%
+250
445
$11K ﹤0.01%
+575
446
$11K ﹤0.01%
+64
447
$11K ﹤0.01%
+500
448
$11K ﹤0.01%
+265
449
$11K ﹤0.01%
+138
450
$11K ﹤0.01%
+203
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