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
$514M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.19M
3
+$1.03M
4
J icon
Jacobs Solutions
J
+$953K
5
XOM icon
Exxon Mobil
XOM
+$772K

Top Sells

1
+$1.96M
2
+$731K
3
+$579K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$524K
5
HAL icon
Halliburton
HAL
+$518K

Sector Composition

1 Energy 45.58%
2 Healthcare 4.16%
3 Consumer Staples 3.4%
4 Industrials 3.04%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
+1,000
427
$15K ﹤0.01%
341
428
$15K ﹤0.01%
+294
429
$15K ﹤0.01%
118
+59
430
$15K ﹤0.01%
1,470
431
$15K ﹤0.01%
137
+52
432
$15K ﹤0.01%
500
433
$15K ﹤0.01%
123
434
$14K ﹤0.01%
300
435
$14K ﹤0.01%
107
436
$14K ﹤0.01%
+544
437
$14K ﹤0.01%
428
+218
438
$14K ﹤0.01%
202
+77
439
$14K ﹤0.01%
370
440
$14K ﹤0.01%
+200
441
$14K ﹤0.01%
305
-225
442
$14K ﹤0.01%
2,500
443
$14K ﹤0.01%
250
444
$14K ﹤0.01%
802
445
$14K ﹤0.01%
70
+6
446
$14K ﹤0.01%
335
+249
447
$13K ﹤0.01%
+170
448
$13K ﹤0.01%
2,030
449
$13K ﹤0.01%
186
450
$13K ﹤0.01%
+752
16 17
18
19 20