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
$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
451
$11K ﹤0.01%
+203
452
$11K ﹤0.01%
+2,000
453
$11K ﹤0.01%
+60
454
$11K ﹤0.01%
+575
455
$11K ﹤0.01%
+64
456
$10K ﹤0.01%
+369
457
$10K ﹤0.01%
+263
458
$10K ﹤0.01%
+495
459
$10K ﹤0.01%
+1,147
460
$10K ﹤0.01%
+289
461
$10K ﹤0.01%
+170
462
$10K ﹤0.01%
+249
463
$10K ﹤0.01%
+360
464
$10K ﹤0.01%
+108
465
$10K ﹤0.01%
+152
466
$10K ﹤0.01%
+961
467
$10K ﹤0.01%
+1,476
468
$10K ﹤0.01%
+39
469
$9K ﹤0.01%
+219
470
$9K ﹤0.01%
+423
471
$9K ﹤0.01%
+92
472
$9K ﹤0.01%
+800
473
$9K ﹤0.01%
+480
474
$9K ﹤0.01%
+421
475
$9K ﹤0.01%
+350
17 18
19
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