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
$494M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$829K
4
ED icon
Consolidated Edison
ED
+$686K
5
META icon
Meta Platforms (Facebook)
META
+$657K

Top Sells

1
+$1.3M
2
+$900K
3
+$786K
4
BA icon
Boeing
BA
+$702K
5
CVX icon
Chevron
CVX
+$632K

Sector Composition

1 Energy 32.13%
2 Consumer Staples 5.15%
3 Healthcare 3.13%
4 Financials 2.78%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21K ﹤0.01%
541
+55
427
$21K ﹤0.01%
2,000
428
$21K ﹤0.01%
359
-50
429
$21K ﹤0.01%
1,199
-148
430
$21K ﹤0.01%
488
+150
431
$21K ﹤0.01%
2,000
432
$21K ﹤0.01%
2,025
+1,371
433
$21K ﹤0.01%
529
-100
434
$20K ﹤0.01%
540
+189
435
$20K ﹤0.01%
407
+42
436
$20K ﹤0.01%
458
+36
437
$20K ﹤0.01%
418
+164
438
$20K ﹤0.01%
395
-136
439
$20K ﹤0.01%
1,057
+209
440
$20K ﹤0.01%
+1,267
441
$20K ﹤0.01%
458
442
$19K ﹤0.01%
57
+39
443
$19K ﹤0.01%
91
444
$19K ﹤0.01%
1,468
445
$19K ﹤0.01%
269
-42
446
$19K ﹤0.01%
929
+100
447
$19K ﹤0.01%
375
+156
448
$19K ﹤0.01%
327
449
$19K ﹤0.01%
482
450
$19K ﹤0.01%
+319
16 17
18
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